Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• License reimbursement
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:
I opened my agency in 2019 after a 26-year career in law enforcement, bringing with me a deep commitment to service, integrity, and community protection. I hold a bachelor’s degree from Midwestern State University and a master’s degree from Sam Houston State University, and I’m a husband and father of two sons.

Outside the office, I love fishing and staying active in the community through several organizations. I’m a member of the Sugar Land Exchange Club, Vice President of Fort Bend Crime Stoppers, an officer with the Sugar Land Masonic Lodge 1141, and a board member of Behind the Badge Charities.

Our team now includes six talented members, and together we’ve grown into one of the top 10% producing agencies in the area. Our office is family-oriented, connected, and known for building strong relationships with one another and with our customers. We offer PTO, a health insurance stipend, access to a professional money manager, and a 401k to support long-term financial wellbeing.

We’re fast-paced, growing quickly, and looking for someone who thrives in a supportive environment—someone who is dependable, personable, and excited to be part of a high-achieving team.

If you’re looking to join an agency that values service, teamwork, and growth, this could be the perfect place to build your career.

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member for Thad Olive - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES:

• Develop and maintain customer relationships to drive retention and growth.
• Conduct policy reviews and provide recommendations to customers.
• Oversee the resolution of complex customer issues.
• Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.

QUALIFICATIONS:

• Experience in insurance sales or account management preferred.
• Leadership and interpersonal skills.
• Proven track record of meeting sales targets.
• Willingness to engage in sales conversations.