Financial Services Representative - State Farm Agent Team Member

Insurancewithrich; Summit, Northern (NJ, KY); Hybrid; USD 65.000 - 125.000; Vollzeit

Benefits dieser Stelle

401(k) matching

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Signing bonus

Training & development

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Financial services experience

Insurance

FINRA SIE/6/63/65

Life license

Communication skills

Analytical skills

Customer-focused demeanor

Professionalism

Jobbeschreibung

Full Time in Summit

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

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.

Compensation $65,000.00 - $125,000.00 per year

Financial Services Representative - State Farm Agent Team Member

Full Time in Summit

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. Compensation $65,000.00 - $125,000.00 per year

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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