Financial Services Representative State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Signing bonus

ABOUT OUR AGENCY:
I opened my agency in 2000 and currently lead a small but growing team of two. Before becoming an agent with State Farm, I worked in claims management, which gave me a strong understanding of the customer experience and the importance of doing things the right way.
Im a graduate of Texas State University (formerly Southwest Texas State University). I have two children and four grandchildren, and family is a big part of my life.

Our culture is close-knit and family-oriented, with a small office environment where everyone works together. We stay involved in the local community and value building connections with the people we serve. Im looking for someone who is confident, personable, and enjoys building strong relationships with customers. If youre someone who values connection, takes pride in your work, and wants to be part of a supportive team, this could be a great fit for you.

ROLE DESCRIPTION:
As a Financial Services Representative State Farm Agent Team Member with Alan Cox - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products 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 with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

QUALIFICATIONS:

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.