Financial Services Representative - State Farm Agent Team Member

Lester Quiroa - State Farm Agent; Houston (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Bonus based on performance

Opportunity for advancement

Signing bonus

Job summary

Lester Quiroa - State Farm Agent in Houston, TX is seeking a Financial Services Representative who will market and educate customers on financial products, manage risk, and support the agency's growth.

You will conduct financial reviews, assist with portfolio decisions, and ensure compliance with regulations while leveraging a consultative, sales-minded approach.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses preferred.
• SIE, Series 6/63/65, and other relevant certifications.

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

Sales mindset

Job description

Benefits:

• Bonus based on performance


• Opportunity for advancement


• Signing bonus

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Lester Quiroa - State Farm Agent, 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.

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.


• Series 6/63/65 or SIE licenses preferred.


• SIE, Series 6/63/65, and other relevant certifications.