Job Description

Financial Services Representative opportunity with Michael Doyle - State Farm Agent in Baltimore, MD, offering USD 60,000 – 90,000 per year.

Responsibilities

Provide guidance to clients on financial planning, investment strategies, and life and health insurance options tailored to their goals.
Support clients with portfolio oversight, asset allocation decisions, and risk mitigation techniques.
Perform periodic financial reviews and propose tailored product solutions aligned with client objectives and risk tolerance.
Ensure compliance with applicable financial and insurance regulations and internal policies.
Conduct needs analyses and engage in proactive sales conversations to identify suitable solutions.

Requirements

Current Life and Health license
FINRA SIE and Series 6/63/65 or Series 7 licenses
Prior experience in financial services and/or insurance industry
Strong communication and analytical abilities
Professional, dependable, and customer-centric demeanor

Benefits

401(k) retirement plan
Performance-based bonus opportunities
Competitive base salary with room for growth
Flexible schedule options
Comprehensive health insurance coverage
Opportunities for career advancement and professional development
Paid time off for vacation, personal, and sick leave
Access to ongoing training and development resources

Position Overview

Our State Farm agency in Baltimore, MD seeks an experienced financial services and insurance professional who builds strong client relationships and helps clients pursue a secure financial future. The role suits someone who enjoys meaningful client conversations, demonstrates strong analytical capabilities, and can determine the right mix of products to meet diverse needs.