Financial Services Representative; Series
Virginia Beach, Virginia, 23450, USA
Listed on 2026-06-19
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Finance & Banking
Financial Consultant, Financial Services, Financial Advisor, Financial Sales
Financial Services Representative
Location:
Virginia Beach, VA, 23452
Salary: $80000.0 - $150000.0/year
Experience:
2 Year(s)
As a Financial Services Representative
- State Farm Agent Team Member with Lee Hudson
- 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. Ideal candidates hold or have held Series 6, 63, and 65 licenses with experience in investments, annuities, or wealth advisory services.
This is an in-office position; you must be able to commute to our Virginia Beach, VA agency location.
- 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.
- Base Salary
- Bonus based on performance
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Parental leave
- Training & development
- Vision insurance
- 3+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 6, 63, and 65 licenses.
- Flexible work from home options available.
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