84 financial representative jobs at 36 companies in Newark, DE

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Financial Representative - Exton, PA
Exton, Pennsylvania, United States
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Customer service or financial services experience; willingness to study for Series 7 and 66; strong interpersonal, organizational, and detail skills; coachable and collaborative.
1mo
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Financial Representative - Exton, PA
Exton, Pennsylvania, United States
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Customer service, phone support, or financial services experience is helpful; strong interpersonal, organizational, prioritization, detail, and client-assessment skills required. Series 7 and 66 licenses required.
3w
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Financial Aid Representative
St. Davids, Pennsylvania, United States
OnsiteFull Time
Eastern University
Eastern University: Offers Christian liberal arts undergraduate and graduate degree programs.
1+ YOEBachelor's degree required; 1+ year financial aid office experience preferred; knowledge of federal/state/university aid policies; strong written and oral communication, attention to detail, and confidentiality.
2w
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College Financial Representative, Internship Program
Mount Laurel, New Jersey, United States
$500-$1k/yr OnsiteInternship
Northwestern Mutual
Northwestern Mutual: Provides life insurance, wealth management, and financial planning services.
Full-time student, preferably a junior or senior, with sales interest, entrepreneurial ambition, campus involvement, time-management skills, and interest in financial literacy and planning.
Series 6, Series 63, CFP, SIE
3mo
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Financial Services Representative I
Bel Air, Maryland, United States
$19-$29/hr OnsiteFull Time
Freedom Federal Credit Union
Freedom Federal Credit Union: Provides community-focused banking and lending financial services.
1+ YOECustomer service and sales role in financial services; HS diploma; 1 year experience; flexible hours.
2w
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Financial Services Representative
Reading or Dallas or United States or Canada
OnsiteFull Time
Premier Truck Group
Premier Truck GroupNYSE: PAG: Sells and services commercial trucks and transportation equipment.
Bachelor's degree preferred or equivalent experience; requires communication, organization, outbound outreach, customer engagement, Microsoft Office and CRM/business systems proficiency, analytical and decision-making skills.
Microsoft Office, CRM
3mo
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Financial Representative – State Farm Agent Team Member
Wayne, Pennsylvania, United States
$35k-$65k/yr OnsiteFull Time
Stephen DiOrio State Farm
Stephen DiOrio State Farm: Local agency providing home, auto, life, and insurance services.
Bachelor's degree in finance/economics/accounting; need licenses; proven financial services experience; MS Office skills; strong math, analysis, communication, and sales track record.
Microsoft Office
2d
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Stop Building Someone Else's Dream - Remote Opportunity
New Castle, Delaware, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Strong communication and interpersonal skills, genuine desire to help others, ability to work independently and in teams, and integrity in professional dealings.
Zoom
5d
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Financial Services Representative - State Farm Agent Team Member
Wilmington or Bel Air
$45k-$70k/yr OnsiteFull Time
Dawn Moore Jones State Farm Agency
Dawn Moore Jones State Farm Agency: Providing local community insurance and financial service solutions.
3+ YOERequires 3+ years of financial services experience, analytical and communication skills; SIE, Series 6, Series 63, or Series 65 licenses and relevant certifications preferred.
3mo
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Financial Account Representative – State Farm Agent Team Member
Philadelphia, Pennsylvania, United States
$40k-$70k/yr OnsiteFull Time
Ahida Garcia State Farm Agency
Ahida Garcia State Farm Agency: Independent insurance and financial services agency.
Bilingual English-Spanish; Bachelor’s degree in finance/economics/accounting; licensed in Life and Health Insurance; proven financial services experience; strong analytical and communication skills.
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Financial Services Representative - State Farm Agent Team Member
Malvern, Pennsylvania, United States
$42k-$60k/yr OnsiteFull Time
Stephen DiOrio State Farm
Stephen DiOrio State Farm: Local insurance agency providing personal and business insurance solutions.
Build relationships, generate new business, educate clients on insurance and financial products, maintain CRM records; strong communication and sales orientation; willingness to obtain insurance license.
CRM
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Financial Services Representative - State Farm Agent Team Member
Conshohocken or Philadelphia
$70k-$90k/yr OnsiteFull Time
Bill Weychert State Farm Insurance
Bill Weychert State Farm Insurance: Local agency offering personal and commercial insurance and financial services.
Required life & health insurance license, FINRA Series 6 and 63 (or equivalent); Series 65 preferred. Proven success in financial services or insurance sales, consultative selling, strong communication, and client relationship skills.
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Financial Services Sales Representative - MoneyGuard
Radnor, Pennsylvania, United States
$45k-$81k/yr HybridFull Time
Lincoln Financial
Lincoln FinancialNew York Stock Exchange: LNC: Provides life insurance, annuities, and retirement planning services.
Must obtain FINRA SIE, Series 6, Series 63 (if required) and life & health insurance licenses within 120 days; strong communication and relationship management skills; sales or customer service experience preferred.
2w
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Financial Services Representative, College Graduate - Greenville, DE
Greenville, Delaware, United States
HybridFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Customer service experience, strong interpersonal and organizational skills, attention to detail, multitasking ability, curiosity, coachability, and willingness to complete sponsored FINRA licensing exams.
2w
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Financial Services Representative - State Farm Agent Team Member
Bala Cynwyd, Pennsylvania, United States
$50k-$80k/yr HybridFull Time
Glenn Goodrich Insurance Agency
Glenn Goodrich Insurance Agency: Local insurance agency providing auto, home, and life coverage.
Sales or business development success preferred; strong communication, prospecting, customer relationship, multitasking, and technology skills required. Insurance licenses preferred or obtainable upon hire.
CRM
1w
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Financial Services Representative - State Farm Agent Team Member
Philadelphia, Pennsylvania, United States
$45k-$55k/yr OnsiteFull Time
Paul Hoffman - State Farm Agent
Paul Hoffman - State Farm Agent: Local insurance agency providing auto, home, and life insurance.
Strong communication, sales or customer-facing experience, self-motivation, goal orientation, and an insurance license or willingness to obtain one.
3mo
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Insurance and Financial Services Position - State Farm Team Member
Philadelphia, Pennsylvania, United States
$50k-$70k/mo OnsiteFull Time
Judd Greenberg - State Farm Agent
Judd Greenberg - State Farm Agent: Local insurance agency providing personalized insurance and financial services.
Sales-focused insurance and financial services representative with strong customer service, relationship building, and goal-oriented mindset. Bilingual skills a plus.
3mo
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Insurance and Financial Services Position - State Farm Team Member
Reading, Pennsylvania, United States
$50k-$70k/yr OnsiteFull Time
Sandy Cohen - State Farm Agent
Sandy Cohen - State Farm Agent: Independent agency aligned with State Farm, providing insurance and financial services.
3+ YOE3+ years in insurance/financial services sales; ability to generate leads, close sales, exceed targets; excellent communication; consultative, client-first mindset; active licenses preferred or willingness to obtain.
1w
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Senior Account Representative
Auburn Hills or Wilmington or Washington
FieldFull Time
Celanese
CelaneseNYSE: CE: Manufactures specialty chemicals and high-performance engineered materials.
5+ YOEBachelor’s degree in business, engineering, or related field; 5–7 years of commercial experience; strong negotiation, analytical, financial, legal, interpersonal, and account management skills; travel up to 50%.
Key Account Management (KAM)
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Client Services Representative
Ephrata, Pennsylvania, United States
OnsiteFull Time
Everence
Everence: Provides faith-based banking, insurance, and investment management services.
1+ YOEAt least 1 year administrative experience (financial services preferred). Proficient in Microsoft Office, CRM and OnBase. Strong communication, accuracy, confidentiality, and multitasking skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Customer Relationship Management (CRM), OnBase