Financial Services Representative (FSR)
Location: Bel Air, MD
Job Type: fulltime
Company: Stephen Simmons - State Farm Agency
Salary: $80000.0 - $100000.0 per year
Category: Insurance
Job Description Apply Now
The Financial Services Representative (FSR) position is a dynamic opportunity for licensed professionals passionate about making a difference in the financial lives of clients. This full-time role focuses on building strong client relationships, providing expert guidance on financial products, and delivering high-quality service. As a vital member of an independent agent's team, the Financial Services Representative (FSR) leverages extensive industry knowledge and licensing to support business growth and provide tailored solutions to individual client needs.
In this position, the Financial Services Representative (FSR) is entrusted with sensitive financial information and must operate with strict confidentiality and professionalism. Success in this role is rooted in the ability to understand complex financial products, communicate effectively with clients, and manage multiple tasks with precision and attention to detail. The Financial Services Representative (FSR) collaborates closely with colleagues, upholding the agency's mission of delivering remarkable customer experiences and upholding the highest ethical standards.
This opportunity is an excellent fit for candidates with a background in the financial services industry, holding active securities licenses as well as life and health insurance licenses. The Financial Services Representative (FSR) position offers a blend of on-site work at three office locations along with the flexibility for occasional remote work, providing a professional environment that supports both individual achievement and team collaboration.
Working as a Financial Services Representative (FSR) comes with a range of benefits including a competitive base salary, commission opportunities, paid time off, employer-paid group health insurance, and a matching 401(k) plan. The agency values continuous learning, offering employees the chance to gain valuable experience and advance within the organization. As a Financial Services Representative (FSR), you are encouraged to develop your professional skills through ongoing education and licensing updates, ensuring you remain at the forefront of industry developments.
Located in a thriving community, this position allows you to enjoy a supportive work environment while serving a diverse client base. The Financial Services Representative (FSR) plays a critical role in the agency’s growth by identifying new business opportunities with both current and prospective clients. By using a needs-based approach, you will educate clients on a variety of insurance options, ensuring each client receives a personalized solution that meets their unique financial goals.
As an independent contractor agent's employee, the Financial Services Representative (FSR) must meet all licensing and training requirements. Team members are expected to maintain high ethical standards, participate in ongoing product training, and contribute to the agency's culture of excellence. If you are motivated, detail-oriented, and committed to providing exceptional customer service, this role offers a rewarding career path in the financial services sector. Take the next step in your career and apply now by clicking the job application button.
Financial Services Representative (FSR) - Summary- Responsible for delivering financial solutions and superior customer service.
- Works as part of a team under an independent contractor agent.
- Requires securities, life and health insurance licenses.
- Full-time position with on-site and occasional remote work flexibility.
- Establish and maintain client relationships through proactive communication and follow-up.
- Deliver prompt, accurate, and friendly customer service for all client inquiries.
- Utilize a consultative, needs-based approach to educate clients on insurance and financial products.
- Develop new business opportunities with both existing and potential clients.
- Maintain strong organizational skills and attention to detail in all client interactions and documentation.
- Provide timely and thorough activity reports to the agent.
- Stay current with product changes, licensing, technical developments, and continuing education requirements.
- Uphold the utmost discretion in handling sensitive and confidential information.
- Competitive base salary with performance-based commissions.
- Paid time off including personal, sick days, and vacation.
- Paid holidays.
- Employer-paid group health insurance coverage.
- Matching 401(k) retirement plan.
- Opportunities for professional growth and advancement within the agency.
- Valuable industry experience and exposure to a range of financial products.
- Prior experience in the financial services industry (required).
- Active securities licenses (required).
- Active life and health insurance licenses (required).
- Excellent interpersonal, written, verbal, and listening skills.
- Strong organizational and multitasking abilities.
- Detail-oriented with a proactive approach to problem-solving.
- Self-motivated, reliable, and able to work both independently and as part of a team.
- Ability to learn and utilize computer systems and technology relevant to the role.
- Commitment to ongoing professional development and education.
- Licensed professional with a passion for helping others achieve financial security.
- Demonstrates a high level of integrity and confidentiality in all matters.
- Effective communicator who builds trust with clients and team members alike.
- Embraces continuous learning and adapts to change in a fast-paced environment.
- Driven to excel in customer service and sales within the financial services sector.
- This position is with an independent contractor agent and not with the parent company.
- Employment is contingent upon successful completion of all licensing requirements and training programs.
- Team members are expected to adhere to all company policies and legal regulations.
If you are ready to advance your career as a Financial Services Representative (FSR), take action today and apply by clicking the job application button.