Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Services Representative - State Farm Agent Team Member

Tim Keefe - State Farm Agent

Job Description

Job Description

Benefits:

  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Paid time off
  • Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Tim Keefe - State Farm Agent, you will successfully market the financial products that help manage everyday risks to current and future customers. Your job is to help our agency fulfill its mission to be a HERO on our customer's best and worst financial day. 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:
  • College Degree in Finance or related field of study, or 3+ years of experience in financial services.
  • Analytical and communication skills.
  • FINRA Series 6 and 63 licenses preferred. Licensing post-hire is available for college applicants with appropriate degree.
Vacancy posted 7 days ago
Similar jobs that could be interesting for youBased on the Financial Services Representative - State Farm Agent Team Member in Clute, TX vacancy
  • $50k - $80k

     ...Financial Services Representative As a Financial Services Representative - State Farm Agent Team Member with Tim Keefe - State Farm Agent, you will successfully market the financial products that help manage everyday risks to current and future customers. Your job... 
    Suggested
    For contractors
    Work at office

    Tim Keefe - State Farm Agent

    Clute, TX
    1 day ago
  •  ...here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer...  ...to balance service with growth. As a member of a leading financial institution, this...  .... Wells Fargo requires you to directly represent your own experiences during the recruiting... 
    Suggested
    Work experience placement
    Flexible hours

    Wells Fargo

    Angleton, TX
    3 days ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might: Review and improve AI Assistant answers to questions about macro... 
    Suggested
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Freeport, TX
    more than 2 months ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might: Review and improve AI Assistant answers to questions about macro... 
    Suggested
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Freeport, TX
    more than 2 months ago
  •  ...have a desire to work in Outside Sales Bachelor's degree preferred or equivalent experience Must have excellent customer service and problem-solving skills Must be able to multi-task and work on many different projects at one time Must be willing to... 
    Suggested

    4-Horn Management

    Freeport, TX
    8 hours ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might: Review and improve AI Assistant answers to questions about macro... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Clute, TX
    more than 2 months ago
  • $15 per hour

     ...Bonding Agent A Better Bail Bond is the premiere bail bond company in Houston, Texas...  ...connected by our desire to provide an excellent service for those in need of our help. Job...  ...Be authorized to work in the United States Transportation required to post bonds... 
    Hourly pay
    Shift work

    A Better Bail Bond

    Angleton, TX
    3 days ago
  •  ...Final Expense Agent Location: Remote Position/ Work from Home Job Type: Full-Time...  ...friendly go-getters to join our dynamic team as Final Expense Agents. This isn't a cookie...  ...your life, and build a clear path toward financial independence. This opportunity is... 
    Full time
    Part time
    Immediate start
    Remote work
    Work from home
    Flexible hours

    GIA Legacy Planning

    Angleton, TX
    3 days ago
  •  ...Who we are The First State Bank is an...  ...exceptional customer service and fostering relationships...  ...Assess clients' financial needs and provide mutually...  ...with internal teams to ensure a...  ...builders, real estate agents, and other related industries Represent the bank at community... 
    Work at office
    Local area

    Fsblouise

    Angleton, TX
    4 days ago
  •  ...tough situations •Resilient spirit – knowing everyone makes mistakes and can bounce back from a set-back •Eagerness to learn and grow •Team mentality and willingness to help where needed •Effective communication skills; basic math and reading skills •Willingness to work... 
    Flexible hours
    Night shift
    Weekend work

    Sonic

    Freeport, TX
    4 days ago
  •  ...qualifications: High-energy individual with excellent customer service skills Previous work experience in retail or hospitality...  ...to apply due to the physical nature of the business as all team members are required to perform to equal levels of performance or greater... 
    Work experience placement
    Shift work

    Urban Air Adventure Parks

    Lake Jackson, TX
    3 days ago
  •  ...Join Our Team at Arby's in Angleton We are growing and on the move! We have a freshly...  ...Arby's here in Angleton! As a Team Member, your winning personality and commitment...  ...on a day-to-day basis, ensuring that your service will keep our customers coming back for more... 
    Casual work
    Local area
    Flexible hours

    Arby's

    Angleton, TX
    2 days ago
  •  ...in the industry, Barri Financial Group and DolEx Financial Services. We operate in most of the...  ...in the United States. As a result, our customers...  ...Associate will serve as a key representative of the organization to our...  ...cash transactions. Team player, collaborator, and... 
    Free visa

    Barri Money Services

    Clute, TX
    6 days ago
  •  ...Overview Our Kitchen, or as we like to say at Chili's our Heart of House, Team Members are responsible for setting the pace for a great shift, every shift. They provide dependable, fast service that is absolutely Chili's. If you take pride in great team work, then we... 
    Full time
    Part time
    Casual work
    Immediate start
    Flexible hours
    Shift work

    Chilis

    Lake Jackson, TX
    3 days ago
  •  ...disabilities to perform the essential functions. # Monitors loans for compliance with loan covenants. This function includes reviewing financial covenants for accuracy, clearing exceptions, and approving files for imaging into the core system. # Monitors loans with... 
    Full time
    Work at office
    Monday to Friday

    THIRD COAST BANK

    Lake Jackson, TX
    28 days ago
  • $15 - $22.5 per hour

    Whole Foods Cashiers provide customer service, operate registers, bag groceries, assist customers with purchases and store questions, restock front-end items, and maintain a clean checkout area. This position typically pays $15-$22.50 per hour depending on location and... 
    Hourly pay

    Whole Foods

    Angleton, TX
    19 hours ago
  • $18 - $20 per hour

     ...you will process and maintain accurate financial records daily. You will prepare, review...  ...professionally with customers, vendors, and team members, supporting the company's operations....  ...with outstanding air conditioning service and home heating repair has been our pleasure... 
    Hourly pay
    Full time
    For contractors
    Work at office
    Monday to Friday

    Davis Air Conditioning & Heating

    Angleton, TX
    19 hours ago
  •  ...Job Summary Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin‑Williams products, and recommend the right solutions. They are expected to promptly resolve any customer concerns, ensure... 
    Contract work
    Work experience placement
    Afternoon shift

    Sherwin-Williams

    Clute, TX
    3 days ago
  •  ...Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet...  ..., Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Lake Jackson, TX
    1 day ago
  •  ...Customer Service Specialist Customer Service Specialists work closely with wholesale and retail customers to determine their needs,...  ...skills and grow your contribution Connection with an inclusive team and commitment to our own and broader communities It's all here... 
    Hourly pay
    Full time
    For contractors
    Work experience placement
    Relocation package
    Afternoon shift

    Sherwin Williams

    Clute, TX
    4 days ago
  • $15 - $18 per hour

    Best Buy Cashiers and Customer Service Associates assist customers with purchases, returns, exchanges, and general product questions while providing a friendly in-store experience. Responsibilities include operating the register, handling cash and card transactions, assisting... 
    Hourly pay

    Best Buy

    Angleton, TX
    19 hours ago
  • $15 - $23 per hour

    Petco Cashiers and Customer Service Associates are responsible for providing a friendly and helpful shopping experience while supporting daily store operations. Employees operate the register, handle cash and card transactions, assist customers with finding pet food and... 
    Hourly pay
    Full time

    Petco

    Angleton, TX
    2 days ago
  • $12 - $15 per hour

     ...and performance-based raises depending on location and experience. Family Dollar Cashiers are responsible for providing customer service, operating registers, handling cash transactions, assisting customers, stocking shelves when needed, organizing merchandise, cleaning... 
    Hourly pay
    Full time
    Part time

    Family Dollar

    Lake Jackson, TX
    19 hours ago
  •  ...Sales Representative (Outside Sales) How strong is your hustle? If you...  ...sales support efforts with other members of the Company to ensure...  ...quality supplier of equipment and service Promote new business...  ...work independently, and in a team environment, to prioritize and... 
    Temporary work
    Local area

    4 Horn Investments

    Freeport, TX
    4 days ago
  • $13 - $16 per hour

    Circle K Cashiers provide fast and friendly service to customers by operating the register, handling cash transactions, restocking shelves, preparing coffee and food items, and keeping the store clean and organized. Employees may also assist with fuel transactions and customer... 
    Hourly pay
    Flexible hours

    Circle K

    Lake Jackson, TX
    2 days ago
  • $70k - $120k

     ...Outside Sales Representative - Industrial (PVF and Automation...  ...-in-class products, service and capabilities across...  ...and enjoy a team environment Excellent...  ...mental, physical and financial well-being of our associates...  ...locations based on local or state wage requirements.... 
    Base plus commission
    For contractors
    Local area
    Immediate start

    Ferguson

    Freeport, TX
    19 hours ago
  • $60k - $90k

     ...Sales Rep Talon has partnered with a leader in the Heavy Equipment Industry. We are in search of a Territory Sales Rep to join their team in Freeport, TX. Responsible for the sales and marketing of rental and purchase of equipment. Sources new business opportunities;... 

    Talon Recruiting

    Freeport, TX
    19 hours ago
  •  ...ton spot coolers to large-scale chillers and cooling towers, our team responds with speed and precision, whether it's a planned...  ...immediate impact. The Opportunity We are seeking a dynamic, service-driven individual who thrives in working in a fast-paced, relationship... 
    Long term contract
    Full time
    Temporary work
    Work at office
    Immediate start

    HVAC RNTL

    Freeport, TX
    19 hours ago
  •  ...Must have a desire to work in Outside Sales Bachelor’s degree preferred or equivalent experience Must have excellent customer service and problem-solving skills Must be able to multi-task and work on many different projects at one time Must be willing to... 

    4 Horn Power & HVAC

    Freeport, TX
    22 days ago
  •  ...The Retail Service Specialist will support the Store Manager and Assistant Managers in...  ...apply. Essential Job Functions Lead store team members in providing excellent customer service...  ...another protected status as defined by local, state, or federal law, as applicable.... 
    Local area
    Flexible hours
    Shift work
    Night shift

    O'Reilly Auto Parts

    Clute, TX
    19 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Representative - State Farm Agent Team Member. Be the first to apply!