Financial Services Advisor - Growth, Bonuses & 401(k) Match

Richard Fernandez - State Farm Agent; Summit (NJ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Signing bonus

Training & development

Job summary

Richard Fernandez - State Farm Agent is seeking a customer-focused professional with experience in financial services or insurance to join our Summit, NJ agency.

You will consult on life insurance and financial services, conduct financial reviews, and mentor teammates while ensuring compliance with industry regulations.

We offer benefits including 401(k) matching, health insurance, paid time off, signing bonus, performance bonuses, and opportunities for advancement in a supportive environment.

Qualifications

• Previous experience in financial services or insurance.
• Strong communication and analytical skills.
• Professional, trustworthy demeanor and customer-focused approach.
• FINRA SIE, 6, 63, and 65 will be required; life license will be required.

Responsibilities

• Consult customers on insurance and financial services products and services.
• Conduct financial reviews and recommend personalized product solutions.
• Maintain compliance with financial and insurance regulations.
• Train and mentor team members on customer needs analysis and sales conversations.

Skills

Customer-focused

Communication skills

Analytical skills

Team mentorship

Tools

FINRA SIE

FINRA 6

FINRA 63

FINRA 65

Life license

Job description

Richard Fernandez - State Farm Agent is seeking a customer-focused professional with experience in financial services or insurance to join our Summit, NJ agency.

You will consult on life insurance and financial services, conduct financial reviews, and mentor teammates while ensuring compliance with industry regulations.

We offer benefits including 401(k) matching, health insurance, paid time off, signing bonus, performance bonuses, and opportunities for advancement in a supportive environment.