Financial Services Rep - Growth, Bonus, Benefits

Myagentron; Irving (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Health insurance

Paid time off

Opportunities for advancement

Competitive salary

Training & development

Exciting incentives including resort trip

Job summary

A dynamic financial services agency in Irving, TX, is seeking an enthusiastic Financial Services Representative - State Farm Agent Team Member. This role involves marketing financial products, providing exceptional customer service, and assisting clients with financial planning and investment options. The ideal candidate will have strong communication skills and a passion for customer service. Join an inspiring environment with competitive compensation and opportunities for professional growth.

Qualifications

• 1+ years of experience in financial services needed.
• Strong analytical and communication skills required.
• FINRA Series 7 and 63 licenses preferred but not required.

Responsibilities

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Present yourself professionally in virtual meetings.

Skills

Analytical skills

Communication skills

Customer service

Detail-oriented

Bilingual (Spanish)

Education

1+ years of experience in financial services

FINRA Series 7 and 63 licenses preferred

Job description

A dynamic financial services agency in Irving, TX, is seeking an enthusiastic Financial Services Representative - State Farm Agent Team Member. This role involves marketing financial products, providing exceptional customer service, and assisting clients with financial planning and investment options. The ideal candidate will have strong communication skills and a passion for customer service. Join an inspiring environment with competitive compensation and opportunities for professional growth.