Financial Services Specialist

Financial Services Specialist

Salary Range $60,000 - $120,000

Established State Farm agency is hiring a Licensed Financial Services Specialist with active Series 65, 6, and/or 63 licenses. This role focuses on financial planning, investment-related services, insurance-based financial solutions, and long-term client relationship management. We are seeking a motivated, licensed professional with experience in financial services, investment sales, insurance sales, or wealth management who is passionate about helping clients build and protect their financial future.

Responsibilities

• Provide financial services guidance including retirement planning, investment-related products, and insurance-based financial solutions
• Develop and maintain long-term client relationships
• Conduct financial needs analysis and recommend appropriate products and strategies
• Cross-sell financial services to existing insurance clients
• Generate new business through referrals, networking, and prospecting
• Conduct policy reviews, account reviews, and financial planning discussions
• Maintain compliance with all FINRA and state insurance regulations
• Meet or exceed production, sales, and revenue goals

Qualifications

• Active Series 65, 6, and/or 63 license (must be able to obtain)
• Property & Casualty and Life & Health licenses preferred or willingness to obtain
• Experience in financial services, investment sales, insurance sales, or wealth management preferred
• Strong consultative sales and relationship-building skills
• Knowledge of retirement planning, annuities, mutual funds, or financial products a plus
• Self-motivated, goal-oriented, and professional
• Strong communication and client advisory skills
• Bilingual English/Spanish strongly preferred

Compensation & Benefits

• Base Salary plus Unlimited Commissions
• Bonuses
• Paid Time Off - for personal time and vacation
• Health, Dental, Vision
• Retirement Plan
• Career growth within the financial services and insurance industry

About Us

Our State Farm agency is committed to helping individuals, families, and small businesses protect and grow their financial future through personalized insurance and financial services. We specialize in auto insurance, home insurance, life insurance, small business coverage, retirement planning, and financial services solutions. Our team is dedicated to providing clear guidance, personalized recommendations, and long-term client relationships built on trust and integrity. We serve a diverse community and proudly offer bilingual support (English and Spanish). Our culture emphasizes professionalism, growth, and a strong customer-first approach.