Financial Services Representative - State Farm Agent Team Member
$60k - $90kMonica Story - State Farm Agent
We're Hiring!
Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies. This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.
Consult customers on financial planning, investment options, and life/health insurance coverage. Assist customers with portfolio management, asset allocation, and risk management strategies. Conduct financial reviews and recommend personalized product solutions. Maintain compliance with financial and insurance regulations. Perform customer needs analysis and engage in sales conversations.
Active Life & Health license. FINRA Series 6/63/65 or 7 license. Previous experience in financial services and/or insurance. Strong communication and analytical skills. Professional, trustworthy, and customer-focused demeanor.
If you're ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers' lives, we'd love to hear from you. Compensation: $60,000.00 - $90,000.00 per year.
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- Our office is located in Round Rock, TX.
- Our office is open 9:00 - 5:30.
- Before becoming a State Farm Agent, I was previously employed as a State Farm Agent Team Member.
- Additional languages spoken: Spanish
We Look Forward To Speaking With You!
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.
Vacancy posted 5 days ago
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