Financial Services Representative

Job overview

The Financial Services Representative role is onsite in Las Cruces, NM, with a stated salary range of $40,000–$60,000 per year. The State Farm agency provides personalized insurance and financial services to individuals, families, and small businesses. The representative helps clients plan and protect their financial futures through retirement planning, investment-related products, and insurance-based solutions. The role develops client relationships, assesses needs, recommends strategies, supports sales and referrals, and maintains compliance with FINRA and state insurance regulations.

What you'll do

• Provide guidance on retirement planning, investment-related products, and insurance-based financial solutions
• develop and maintain client relationships
• conduct financial needs analysis and recommend products and strategies
• cross-sell to existing insurance clients
• generate business through referrals, networking, and prospecting
• conduct policy and account reviews
• comply with FINRA and state insurance regulations
• meet production, sales, and revenue goals.

What we're looking for

Skills & competencies

financial services representative

las cruces nm

chad peterson state farm agency

full-time

day schedule

financial planning

retirement planning

investment services

insurance solutions

client relationships

consultative sales

series 65

series 6

series 63

Work arrangement

• Weekend coverage required

Benefits & perks

• Base salary, commission on new business and renewals, performance bonus opportunities, residual income opportunities, paid time off or vacation, and benefits package.

Why this role

Requires an active Series 65, 6, and/or 63 license; bilingual English and Spanish support is offered by the agency.

About the employer

Chad Peterson - State Farm Agency is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.