Financial Services Representative

Job overview

The Financial Services Representative role is onsite in Stevenson Ranch, CA, with a stated salary range of $60,000–$90,000 per year. Darin Tsukashima’s State Farm agency markets financial products intended to help customers manage everyday risks. The representative helps customers assess financial and insurance needs, presents tailored solutions, follows up on leads, conducts financial reviews, and maintains compliance with financial regulations to support customer service and agency growth.

What you'll do

• Consult customers on financial planning, investment options, and life and health insurance coverage
• identify customer needs and present tailored insurance solutions
• generate and follow up on leads
• conduct financial reviews and recommend products
• maintain compliance with financial regulations.

What we're looking for

Skills & competencies

financial services representative

insurance

financial planning

investment options

life insurance

health insurance

lead follow-up

customer consultation

stevenson ranch ca

darin tsukashima state farm

$60k–$90k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Simple IRA, health insurance, paid time off, training and development, advancement opportunities, and performance-based bonuses.

Why this role

Benefits listed include Simple IRA, health insurance, paid time off, training and development, advancement opportunities, and performance-based bonuses.

About the employer

Darin Tsukashima - State Farm Agent is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.