Financial Services Representative Chad Peterson

• State Farm Agency Las Cruces, NM Job Details Full-time $40,000
• $60,000 a year 12 hours ago Benefits Paid time off Qualifications Insurance needs analysis Customer communication Financial sales Series 6 Customer relationship building Referral-based lead generation Investment management advisory services Sales referrals Sales needs analysis FINRA Mid-level Property & Casualty License Cross-selling Insurance regulation Client retention Investment client management Customer engagement Financial product expertise Customer relationship management Coordinating with insurance clients Initial Contact (sales skills) Financial goal setting advisory services Prospecting Insurance policy review Business development within finance Financial needs assessment Client acquisition Health insurance sales Meeting or exceeding sales goals Life insurance sales Full Job Description Financial Services Representative Financial Services Representative Salary Range $40,000•$60,000 Established State Farm agency is hiring a Licensed Financial Services Representative 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 required 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 Compensation & Benefits Base salary Commission on new business and renewals Bonus opportunities based on performance Residual income opportunities Paid Time Off (PTO) / Vacation Benefits package 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. #SMA PI286004280