Financial Services Representative - State Farm Agent Team Member

Gliseljimenez; Summit (NJ); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

401(k)

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Job summary

Glisel Jimenez - State Farm Agent in New Jersey seeks a Financial Services Representative to market financial products and educate customers on options that manage everyday risks. You’ll apply a consultative, sales-minded approach and provide analytical insights to support client decisions.

You will identify needs, present solutions, and proactively follow leads while maintaining regulatory compliance and delivering outstanding customer service.

Qualifications

• Active Life & Health license (required or ability to obtain quickly).
• FINRA Series 6/63/65 or SIE license preferred.
• Previous experience in financial services and/or insurance.
• Strong communication and analytical skills.
• Professional, trustworthy, and customer-focused demeanor.
• Bilingual Spanish preferred.

Responsibilities

• Consult customers on financial planning, investments, and life/health insurance.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Strong communication

Analytical skills

Customer-focused

Bilingual Spanish

Job description

Benefits

• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance
• 401(k)
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Glisel Jimenez - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES

• Consult customers on financial planning, investment options, and life/health insurance coverage.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

QUALIFICATIONS

• Active Life & Health license (required or ability to obtain quickly)
• FINRA Series 6/63/65 or SIE license preferred
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor
• Bilingual Spanish preferred.