Financial Services Representative - State Farm Agent Team Member
Posted Updated
Dawn Moore Jones - State Farm Agent Financial Services Representative - State Farm Agent Team Member
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:
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.