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Financial Services Representative - State Farm Agent Team Member

$60k - $90k

Michael Doyle - State Farm Agent

Responsive Recruiter

Are you an experienced financial services and insurance 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.

Consult customers on financial planning, investment options, and life/health insurance coverage

Assist customers with portfolio management, asset allocation, and risk management strategies

Conduct financial reviews and recommend personalized product solutions

Maintain compliance with financial and insurance regulations

Perform customer needs analysis and engage in sales conversations

Active Life & Health license

FINRA SIE, Series 6/63/65 or 7 license

Previous experience in financial services and/or insurance

Strong communication and analytical skills

Professional, trustworthy, and customer-focused demeanor

If you're ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers' lives, we'd love to hear from you. Compensation: $60,000.00 - $90,000.00 per year

My 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 Baltimore, MD and help customers with their insurance and financial services needs, including:

Auto insurance

Home insurance

Life insurance

Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

Michael Doyle - State Farm Agent
Vacancy posted 2 days ago
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