Financial Services Representative - State Farm Agent Team Member

Storyinsuranceteam; Hutto (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Paid time off

Training & development

Opportunity for advancement

Job summary

Storyinsuranceteam is seeking a Financial Services Representative in Hutto, TX. The ideal candidate will consult with customers on financial planning, life insurance, and investment options, enabling them to secure a solid financial future. Strong analytical and communication skills are essential for this full-time role.

The position offers a competitive salary ranging from $60,000 to $90,000 annually, along with benefits including a 401(k), health insurance, and opportunities for advancement.

Qualifications

• 3+ years of experience in financial services and/or insurance preferred.
• Professional demeanor with strong customer relationship skills.

Responsibilities

• Consult customers on financial planning and investment options.
• Assist customers with portfolio management and risk strategies.
• Conduct financial reviews and recommend product solutions.

Skills

Strong communication skills

Analytical skills

Customer-focused demeanor

Education

Active Life & Health license

FINRA Series 6/63/65 or 7 license

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Hutto - TX

Benefits

• 401(k)
• Bonus based on performance
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

Position Overview

Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

Key Responsibilities

• Consult customers on financial planning, investment options, and life/health insurance coverage
• Assist customers with portfolio management, asset allocation, and risk management strategies
• Conduct financial reviews and recommend personalized product solutions
• Maintain compliance with financial and insurance regulationsPerform customer needs analysis and engage in sales conversations

Preferred Qualifications

• Active Life & Health license
• FINRA Series 6/63/65 or 7 license
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor

Compensation $60,000.00 - $90,000.00 per year

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.