Financial Services Advisor | Flexible Schedule & Growth
State Farm
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
State Farm Lumberton, TX seeks a Financial Services Representative to market financial products and manage everyday risks for customers. You will educate clients on insurance options, investments, and retirement planning, while building lasting relationships in the community.
The role emphasizes a consultative, sales-minded approach with analytics, compliance, and proactive lead generation. If you are professional, customer-focused, and eager to grow within a supportive team, this position
Qualifications
- Active Life & Health license required or ability to obtain quickly.
- FINRA Series 6/63/65 or SIE license preferred.
- Previous experience in financial services and/or insurance.
- Strong communication and analytical skills.
- Professional, trustworthy, and customer-focused demeanor.
Responsibilities
- Consult customers on financial planning, investment options, and life/health insurance coverage.
- Identify customer needs and present tailored insurance solutions.
- Proactively generate and follow up on leads to drive new business.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
Skills
Job description
State Farm Lumberton, TX seeks a Financial Services Representative to market financial products and manage everyday risks for customers. You will educate clients on insurance options, investments, and retirement planning, while building lasting relationships in the community.
The role emphasizes a consultative, sales-minded approach with analytics, compliance, and proactive lead generation. If you are professional, customer-focused, and eager to grow within a supportive team, this position
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