Responsive RecruiterAre you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies. This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.Key responsibilities include:Consult customers on financial planning, investment options, and life/health insurance coverageAssist customers with portfolio management, asset allocation, and risk management strategiesConduct financial reviews and recommend personalized product solutionsMaintain compliance with financial and insurance regulationsPerform customer needs analysis and engage in sales conversationsRequirements include:Active Life & Health licenseFINRA Series 6/63/65Previous experience in financial services and/or insuranceStrong communication and analytical skillsProfessional, trustworthy, and customer-focused demeanorCompensation: $70,000.00 - $100,000.00 per yearOur team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
We are located in Ronkonkoma, NY and help customers with their insurance and financial services needs, including:Auto insuranceHome insuranceLife insuranceRetirement planning
Financial Services Representative - State Farm Agent Team Member in ronkonkoma at Unknown Company
This position is listed as full time and onsite.