Financial Services Representative - State Farm Agent Team Member

Eric Blondin - State Farm Agent; Rehoboth Beach (DE); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health Supplement

Life Insurance

Monday-Friday 8:30am-5:00pm

Training & development

Bonus based on performance

Competitive salary

401(k)

401(k) matching

Opportunity for advancement

Paid time off

Job summary

Eric Blondin - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on options. You will apply analytical precision to help clients manage risk and build a solid financial plan.

The role emphasizes sales-minded, consultative approach, portfolio reviews, asset allocation, and ensuring compliance with regulations. This position offers training, development, and opportunities for advancement in a supportive agency environment.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• SIE, Series 6/63/65 licenses preferred.
• SIE, Series 6/63/65 and other relevant certifications.

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.

Skills

Financial services experience

Analytical skills

Communication skills

Education

SIE license

Series 6/63/65 licenses

Job description

Benefits

• Health Supplement
• Life Insurance
• Monday-Friday 8:30am-5:00pm
• Training & development
• Bonus based on performance
• Competitive salary
• 401(k)
• 401(k) matching
• Opportunity for advancement
• Paid time off

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Eric Blondin - State Farm Agent, 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.