Financial Services Representative

Responsibilities

• Consult customers on financial planning, investment options, and life/health insurance coverage
• Identify customer needs and present tailored insurance solutions
• Proactively generate and follow up on leads to drive new business
• Conduct financial reviews and recommend appropriate products
• Maintain compliance with all financial regulations

Requirements

• Active Life & Health license (or ability to obtain quickly)
• FINRA SIE and Series 6, 63, 65, or 7 license
• Previous experience in financial services and/or insurance
• Strong communication, analytical, and sales skills
• Professional, trustworthy, and customer-focused demeanor

Benefits

• Competitive salary ($50k-$65k/yr)
• Performance-based bonuses
• 401(k)
• Health insurance
• Paid time off
• Flexible schedule
• Training, development, and opportunities for advancement

About the Company

Tony Lopez State Farm Agent Team is a busy insurance and financial services office dedicated to helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We provide a fun, energetic environment where our team works hard to reach goals together while making a positive impact in the community. Our services include Auto, Home, Life, Retirement, Business, Health, and Renters insurance.