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Financial Services Representative - State Farm Agent Team Member

Job in New York, New York County, New York, 10261, USA
Listing for: Mybronxagent
Full Time position
Listed on 2025-12-03
Job specializations:
  • Finance & Banking
    Insurance Sales
  • Insurance
    Insurance Sales
Job Description & How to Apply Below
Location: New York

Benefits:

  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Signing bonus
  • Training & development
  • 401(k)
About our Agency:

We’ve proudly served as a State Farm Agency for 17 years, with a dedicated team of 15 professionals across three office locations. We’re committed to building a supportive and rewarding work environment, offering valuable perks such as health insurance, retirement benefits, travel incentives, hybrid scheduling, competitive commissions and bonuses.

Agent Hielly Martinez, earned the privilege of becoming a State Farm Agent in 2008, inspired by the work ethic and humility of his immigrant parents. Through hard work, determination, and a passion for helping others, his agency quickly became a top producer and eventually expand to multiple office locations. Mr. Martinez is grateful for the chance to serve his community while creating opportunities for others—especially young adults who, like himself, dream of financial stability and a brighter future.

Position Overview:

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 services, 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:
  • Consult customers on Insurance and financial services products and services.
  • Conduct financial reviews and recommend personalized product solutions
  • Maintain compliance with financial and insurance regulations
  • Train and mentor team members on customer needs analysis and sales conversations
Preferred Qualifications:
  • Active Life & Health license (required)
  • FINRA Series 6 & 63 and 65 (will eventually be required)
  • 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.

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