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Financial Services Representative - State Farm Agent Team Member
Job in
Summit, Union County, New Jersey, 07902, USA
Listed on 2026-08-17
Listing for:
Gliseljimenez
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Insurance Sales, Financial Sales -
Insurance
Insurance Sales, Financial Sales
Job Description & How to Apply Below
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
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.
- 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.
- 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.
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