Financial Services Representative - State Farm Agent Team Member
Wilmington - DE - 19701
Financial Services Representative - State Farm Agent Team Member
Full Time • Wilmington - DE - 19701
Benefits:
- Paid Time Off (vacation and sick days)
- Work/Life Balance
- Salary plus commission
You May Be a Great Fit as a Financial Services Representative at State Farm Agent, Dawn Moore Jones office if:
- You’re the person people call first when life goes sideways - calm, steady, and ready to help.
- You genuinely care about your community and are dedicated to providing excellent service that makes a positive impact on the people around you.
- You’re a natural relationship-builder who earns trust quickly and keeps it.
- You listen first, then guide, making customers feel understood while confidently recommending solutions.
- You’re compassionate under pressure and can guide someone through their worst day with clarity and empathy.
- You're Bilingual (Spanish)
ROLE DESCRIPTION:
As a Financial Services Representative with State Farm Agent Dawn Moore Jones, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products 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:
As a Financial Services Representative with State Farm Agent Dawn Moore Jones, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products 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 with financial planning and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
QUALIFICATIONS:
- 3+ years of experience in financial services.
- Analytical and communication skills.
- Series 6/63/65 or SIE licenses preferred.
- SIE, Series 6/63/65, and other relevant certifications.
Compensation: $45,000.00 - $70,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Bel Air, MD and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
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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