Financial Services Representative
StaffMyAgency LLC
Financial Services RepresentativeEstablished State Farm agency is hiring a Licensed Financial Services Representative with active Series 65, 6, and/or 63 licenses. This role focuses on financial planning, investment-related services, insurance-based financial solutions, and long-term client relationship management. We are seeking a motivated, licensed professional with experience in financial services, investment sales, insurance sales, or wealth management who is passionate about helping clients build and protect their financial future.ResponsibilitiesProvide financial services guidance including retirement planning, investment-related products, and insurance-based financial solutionsDevelop and maintain long-term client relationshipsConduct financial needs analysis and recommend appropriate products and strategiesCross-sell financial services to existing insurance clientsGenerate new business through referrals, networking, and prospectingConduct policy reviews, account reviews, and financial planning discussionsMaintain compliance with all FINRA and state insurance regulationsMeet or exceed production, sales, and revenue goalsQualificationsActive Series 65, 6, and/or 63 license requiredProperty & Casualty and Life & Health licenses preferred or willingness to obtainExperience in financial services, investment sales, insurance sales, or wealth management preferredStrong consultative sales and relationship-building skillsKnowledge of retirement planning, annuities, mutual funds, or financial products a plusSelf-motivated, goal-oriented, and professionalStrong communication and client advisory skillsCompensation & BenefitsBase Salary plus Bonus plus CommissionPaid Time Off (vacation and personal/sick days)Health and Dental insuranceProfit Sharing401(k) RetirementCareer growth within the financial services and insurance industryAbout Us Our State Farm agency is committed to helping individuals, families, and small businesses protect and grow their financial future through personalized insurance and financial services. We specialize in auto insurance, home insurance, life insurance, small business coverage, retirement planning, and financial services solutions. Our team is dedicated to providing clear guidance, personalized recommendations, and long-term client relationships built on trust and integrity. We serve a diverse community and proudly offer bilingual support (English and Spanish). Our culture emphasizes professionalism, growth, and a strong customer-first approach.
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...SuggestedFull timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
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Amarillo, TX4 days ago - ...Are you bilingual in English and Spanish? Do you have customer service experience? Are you looking for an opportunity to learn a new industry... ...who helps them, over the phone and in-person, when they have a financial need. No prior finance experience required just bring your...SuggestedTemporary workWork at officeLocal area
Security Finance
Amarillo, TX1 day ago - ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
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Amarillo, TX5 hours ago - ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Work at officeFlexible hoursShift workWeekend workDay shift
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Customer Relations Representative - State Farm Agent Team Member Full Time in Amarillo, TX Replies within 24 hours Position Overview... ...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships...Full timeFor contractorsFlexible hours- ...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused...For contractorsFlexible hours
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