Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

About our Agency:
Our agency has been proudly serving the community since October 2016, and our team of 12 (and counting!) is passionate about making a difference while enjoying a fulfilling and dynamic work environment. In 2021, we moved our office to Saginaw, TX and in 2022 we opened our second office which is now located in Justin, TX.

Were building a culture thats collaborative, supportive, and where hard work is rewarded! As we continue our growth, were excited to expand our team with highly performing motivated individuals who want to be apart of a team that is driven to reach its maximum potential. We believe that building something great should be rewarding and fulfilling for everyone.

We believe in creating opportunities for growth and rewarding hard work with generous benefits, comprehensive health insurance, paid time off, and annual bonuses. To keep things exciting, we also host quarterly team-building events. Along with personalized bonus and compensation plans, we offer real opportunities for leadership and growth.

If you're motivated, thrive in a fun yet high-performance atmosphere, and want to be part of something greatwe'd love to meet you.

Position Overview:
Are you a financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

Key Responsibilities:

• Consult customers on financial planning, investment options, and life/health insurance coverage
• Assist customers with portfolio management, asset allocation, and risk management strategies
• Conduct financial reviews and recommend personalized product solutions
• Maintain compliance with financial and insurance regulations
• Perform customer needs analysis and engage in sales conversations

Preferred Qualifications:

• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor

If youre ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers lives, wed love to hear from you.