Financial Services Representative State Farm Agent Team Member

Financial Services Representative State Farm Agent Team Member

As a Financial Services Representative State Farm Agent Team Member with Raymond Scott - State Farm Agent, we're looking for a driven, people-first professional who wants to build a meaningful career helping families protect what matters most and grow their wealth. This isn't an order-taking role it's a consultative position where you'll use a needs-based approach to uncover coverage gaps, recommend the right solutions, and guide customers through some of the most important financial decisions of their lives. You'll join Raymond Scott - State Farm Agent, a top-performing State Farm agency that invests in its people. If you have the drive, we'll invest in your growth including sponsoring your training and licensing for securities and investment advisory credentials so you can expand into comprehensive financial planning.

Conduct thorough, needs-based financial reviews to identify coverage gaps and recommend appropriate Life, Health, and financial products.

Educate customers on their options not just sell them a policy. Help them understand the "why" behind every recommendation.

Develop and manage a pipeline of prospects through outbound calls, referrals, networking, digital leads, and community engagement.

Partner with the agent to set and exceed marketing and production goals across Life, Health, and investment product lines.

Schedule and conduct appointments, prepare illustrations and proposals, and guide customers through the application process.

Stay current on product offerings, underwriting guidelines, and regulatory requirements.

Maintain accurate records in agency management systems and follow up with clients throughout the policy lifecycle.

Provide exceptional service that earns referrals, five-star reviews, and long-term client relationships.

Required at Hire:

Active Texas Life, Accident & Health, and HMO license

Active Texas Property & Casualty license

Series 6 Mutual funds, variable annuities, and UITs (investment company products sold through State Farm VP Management Corp)

Series 63 State securities law exam (required companion to Series 6 for state registration)

Series 65 Investment Adviser Representative (fee-based financial planning and advisory services)

Already Series 7 Licensed?

Have an active Series 7 (General Securities Representative), we'll sponsor your Series 66 (combines Series 63 + 65) to complete your advisory credentials.

Active Texas Life, Accident & Health, HMO, and Property & Casualty licenses (non-negotiable).

13+ years of experience in insurance sales, financial services, or a related consultative sales role preferred.

A genuine interest in helping people you lead with empathy and earn trust before you earn a sale.

Strong communication skills: you can explain complex financial concepts in plain language.

Self-motivated with a proven ability to prospect, build pipeline, and close.

Analytical mindset comfortable working with financial illustrations, coverage analysis, and needs-based recommendations.

Organized, detail-oriented, and able to manage multiple client relationships simultaneously.

Proficiency with Microsoft Office and comfort learning agency-specific technology platforms.

Bachelor's degree in finance, economics, business, or a related field is a plus but not required we value hustle and aptitude.

Competitive base salary plus uncapped commission and performance bonuses

Paid training and full sponsorship for Series 6, 63, and 65 licensing exams

Paid time off vacation, personal days, and sick leave

Health insurance benefits

Profit sharing

Clear advancement path: grow from insurance specialist to licensed financial advisor within the agency

Supportive, team-oriented culture that celebrates wins and invests in professional development

Compensation: $55,000.00 - $110,000.00 per year

Seeking Currently Licensed Applicants Only

We are a very busy office and are looking for our next great team member. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team is comprised of results-oriented individuals that are serious about their development. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team. If you believe in having fun in a stable working environment and have a willingness to learn, we should meet to discuss our career opportunity.

About Our Agency

• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
• We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Health Insurance, and Renters Insurance.
• Our office is located in Uptown Dallas.
• Our office is open 8:30.
• We have 38 years of combined insurance experience in our office.
• Additional languages spoken: Spanish and Vietnamese

If you want a career, not a job, then we encourage you to apply.

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.