Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Simple IRA
• License reimbursement
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Dental insurance

ABOUT OUR AGENCY:
Our agency is led by a long-tenured husband-and-wife team, creating a close-knit, family-oriented environment with eight total staff members, including myself. I'm a proud Cornell University graduate and an avid Buffalo Bills and Sabres fan! We've been a top-performing agency in Buffalo and Western New York for many years, earning State Farm Ambassador Club and Honor Club recognition for over 20 years, along with Presidents Club and Chairman's Circle qualifications.

Giving back is important to us. We're actively involved in financial literacy education for local high school students and proudly support organizations like FeedMore Western New York and Catholic Charities.

Our agency offers contributions toward health and dental insurance, a Simple IRA retirement plan, paid time off, and licensing reimbursement. We also enjoy holiday celebrations, birthdays, festive office activities, and team outings for dinners and events.

We've built a supportive, family-like culture while maintaining high expectations for performance and exceptional customer service. I'm looking for someone who is sales-driven, competitive, assertive, and goal-oriented. We also welcome candidates interested in the Agent Aspirant Program and pursuing agency ownership. If you're motivated to succeed and want to grow with an established, high-achieving team, we'd love to meet you.

ROLE DESCRIPTION:
As a Financial Services Representative – State Farm Agent Team Member with Mike Messuro - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

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 financial regulations.

QUALIFICATIONS:

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