Financial Services Representative - State Farm Agent Team Member

Financial Services Representative – State Farm Agent Team Member Total compensation $55,000.00 – $80,000.00 per year. About the Opportunity Kathy Wall State Farm is seeking a knowledgeable and consultative Financial Services Representative to join a well-established agency serving the Dallas community. This opportunity is ideal for someone with a strong background in financial services, customer education, relationship building, and needs-based conversations. What You’ll Do Conduct financial reviews with customers to understand their goals, needs, and current financial picture. Educate customers on financial products and options in a clear, professional, and compliant manner. Consult with customers regarding financial planning, portfolio considerations, and asset allocation needs. Recommend appropriate products and solutions based on customer goals and agency guidelines. Build and maintain strong customer relationships through follow-up, trust, and ongoing service. Partner with the agency team to identify opportunities for deeper customer support. Maintain accurate documentation and follow all applicable compliance and regulatory requirements. Support agency growth through proactive conversations and customer-centered recommendations. What We’re Looking For 3+ years of experience in financial services, banking, insurance, investment services, or a related field. Strong understanding of financial products and consultative sales conversations. FINRA Series 7 and Series 63 licenses preferred. Excellent communication and relationship-building skills. Strong analytical skills and attention to detail. Ability to explain complex financial topics in a simple and professional way. Sales‑minded, goal‑oriented, and comfortable having proactive customer conversations. High level of professionalism, integrity, and commitment to compliance. Benefits Health insurance. Opportunity for advancement. Paid time off. Training & development. 401(k) and 401(k) matching. Bonus based on performance. Competitive salary. Legal Note 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. #J-18808-Ljbffr Kathylwall