Financial Services Advisor — Insurance & Planning

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

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

State Farm Agent in Lumberton, TX seeks a Financial Services Representative - Team Member to market insurance and financial products and manage everyday risks for clients.

You will educate customers on options, build lasting relationships, and drive growth through a consultative sales approach and proactive lead generation. Compensation ranges from $70,000 to $75,000 per year with benefits.

Qualifications

• Active Life & Health license or ability to obtain quickly.
• FINRA Series 6/63/65 or SIE license preferred.
• Experience in financial services 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

Life & Health License

FINRA License

Sales/Financial Services Experience

Communication Skills

Analytical Skills

Job description

State Farm Agent in Lumberton, TX seeks a Financial Services Representative - Team Member to market insurance and financial products and manage everyday risks for clients.

You will educate customers on options, build lasting relationships, and drive growth through a consultative sales approach and proactive lead generation. Compensation ranges from $70,000 to $75,000 per year with benefits.