Financial Services Representative - State Farm Agent Team Member

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

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Signing bonus
• Training & development

ABOUT OUR AGENCY:

Agent Richard Fernandez brings over 20 years of financial services experience and is committed to building an agency team focused on long lasting customer relationships and providing personalized insurance guidance to help protect what matters most. As a growing agency, we value teamwork, professionalism, communication, and a positive environment where our goals can be achieved. We’re committed to building a supportive and rewarding work environment, offering valuable perks such as retirement benefits, competitive commissions, and bonuses.

ROLE DESCRIPTION:
Are you an experienced financial services and/or insurance professional who thrives on building strong customer relationships and guiding them toward a secure financial future? Our State Farm agency is seeking a customer-focused team-member who can confidently consult on financial services, life insurance, and long-term protection strategies.

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

KEY 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.

PREFERRED 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

If you’re ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers’ lives, we’d love to hear from you.