Financial Services Advisor – Health Benefits & Growth

Agent Trey; Lumberton (TX); On-site; USD 70,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Bonus based on performance

Opportunity for advancement

Job summary

State Farm Agent Trey White in Lumberton, TX seeks a Financial Services Representative to market financial products and guide customers through life’s risks with a consultative approach. You will educate clients on options and build lasting relationships in a supportive team.

Applicants should hold an Active Life & Health license or be able to obtain quickly; FINRA/SIE is preferred. Strong communication and integrity are essential to succeed in a trusted local agency.

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

Licensing & compliance

Communication

Sales

Customer service

Job description

State Farm Agent Trey White in Lumberton, TX seeks a Financial Services Representative to market financial products and guide customers through life’s risks with a consultative approach. You will educate clients on options and build lasting relationships in a supportive team.

Applicants should hold an Active Life & Health license or be able to obtain quickly; FINRA/SIE is preferred. Strong communication and integrity are essential to succeed in a trusted local agency.