Financial Services Representative - State Farm Agent Team Member

State Farm Agent; Fort Worth (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Job summary

State Farm Agent in Fort Worth, Texas, is seeking a Financial Service Representative to market financial products and educate customers on their options. Candidates should have over 3 years of experience in financial services, with excellent analytical and communication skills.

This role includes consulting on financial planning, assisting with portfolio management, and ensuring compliance with regulations. The position offers competitive salary and benefits including health and dental insurance.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• Possessing FINRA Series 7 and 63 licenses is preferred.

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.

Skills

Analytical skills

Communication skills

Tools

FINRA Series 7 and 63 licenses

Job description

Role Description

As a financial service rep with Mike Brewer State Farm you will successfully market the financial products that manage everyday risks. 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.

Benefits

• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance

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

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.