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Financial Services Representative - State Farm Agent Team Member

Dawn Moore Jones - State Farm Agent

Bear, DE

Job Description

Job Description

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:
  • 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.

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Vacancy posted 1 day ago
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