Financial Services Advisor & Growth Mentor

Insurancewithrich; Summit, Northern (NJ, KY); Hybrid; USD 65,000 - 125,000; 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

State Farm agency in Summit, New Jersey is seeking a customer-focused Financial Services Representative. You will consult on financial services, life insurance, and long-term protection strategies while guiding customers toward secure financial futures.

The role emphasizes building relationships, conducting meaningful conversations, and identifying the right product mix. Requires compliance with regulations and ability to mentor others. Compensation ranges from $65,000 to $125,000 annually.

Qualifications

• Previous experience in financial services and/or insurance.
• FINRA Series SIE, 6, 63, and 65 (Will Be Required).
• Active Life license (Will Be Required).
• Strong communication and analytical skills.
• Professional, trustworthy, and customer-focused demeanor.

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

Financial services experience

Insurance

FINRA SIE/6/63/65

Life license

Communication skills

Analytical skills

Customer-focused demeanor

Professionalism

Job description

State Farm agency in Summit, New Jersey is seeking a customer-focused Financial Services Representative. You will consult on financial services, life insurance, and long-term protection strategies while guiding customers toward secure financial futures.

The role emphasizes building relationships, conducting meaningful conversations, and identifying the right product mix. Requires compliance with regulations and ability to mentor others. Compensation ranges from $65,000 to $125,000 annually.