Financial Services Representative — State Farm Agent Team

Job overview

The Financial Services Representative role is onsite in Summit, NJ. The stated salary range is $50,000–$75,000 per year. The agent team markets financial products intended to help customers manage everyday risks. The representative consults with customers about financial planning, investment options, and life and health coverage, then identifies needs and presents suitable insurance solutions. Lead follow-up, financial reviews, and regulatory compliance support the agency’s customer service and business development.

What you'll do

• Consult customers on financial planning, investment options, and life and health insurance
• identify customer needs and present tailored insurance solutions
• generate and follow up on leads
• conduct financial reviews and recommend products
• maintain compliance with financial regulations.

What we're looking for

Skills & competencies

financial services representative

insurance

financial planning

investment options

life and health coverage

lead follow-up

summit nj

state farm agent

full-time

$50k–$75k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, vision, and dental insurance
• paid time off
• 401(k)
• performance-based bonus
• advancement opportunities
• training and development
• flexible schedule.

Why this role

An active Life and Health license is required or must be obtained quickly; FINRA Series 6, 63, or 65, or SIE, is preferred. Spanish bilingual ability is preferred.

About the employer

Glisel Jimenez - State Farm Agent is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.