Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

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

About the Opportunity
Are you an experienced financial services professional who enjoys helping customers make confident decisions about their future?

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.

In this role, you will work with customers to identify financial goals, discuss available options, and help connect them with products and services designed to manage everyday risks and support long-term planning.

What You’ll Do

• Conduct financial reviews with customers to better 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

Why Join Kathy Wall State Farm

• Join a respected and established State Farm agency
• Work with a customer-focused team that values trust, education, and long-term relationships
• Opportunity to use your financial services experience in a meaningful, relationship-driven environment
• Support customers with important decisions that impact their financial future
• Be part of an agency focused on growth, service, and professional development

Ideal Candidate
The ideal candidate is consultative, analytical, professional, and confident discussing financial options with customers. They are comfortable identifying customer needs, making recommendations, and building relationships that support both the customer and agency growth.

Apply Today
If you are ready to bring your financial services experience to a respected State Farm agency, we encourage you to apply and take the next step in your career with Kathy Wall State Farm.