Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

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

ABOUT OUR AGENCY:
Our agency opened in 2018 and has grown into a team of seven who work together in a supportive, family-oriented environment. Before becoming an agent, I worked in retail management, where I developed strong leadership skills and a passion for building high-performing teams.

I hold an M.B.A. from the University of Houston–Clear Lake and am married with a daughter. Outside of work, I enjoy spending time with family and friends, staying active with sports, and getting outdoors whenever possible.

Community involvement is very important to me. I serve as a board member for Keep Pearland Beautiful, volunteer with Pearland FFA and the Houston Livestock Show, and am a member of the Pearland Lion’s Club. Giving back and staying connected with the community we serve is a big part of who we are as an agency.

We offer life insurance benefits, a flexible schedule, structured training programs, team lunches, a 401(k), and a strong family-oriented environment where people support each other and grow together.

Our culture is collaborative and energetic. We’re looking for someone who is a self-starter, takes initiative, and brings a competitive mindset. If you’re motivated, team-oriented, and ready to grow in a supportive environment, this could be a great place to build your career.

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Chris Tulloch - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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 on financial planning, investment options, and life/health insurance coverage.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

QUALIFICATIONS:

• Active Life & Health license (required or ability to obtain quickly)
• FINRA Series 6/63/65 or 7 license preferred
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor