Financial Services Representative - State Farm Agent Team Member

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

Full Time in Irving - TX

Benefits

• 401(k) matching
• Bonus based on performance
• Free food & snacks
• Health insurance
• Opportunity for advancement
• Paid time off
• Profit sharing
• Wellness resources
• Company parties
• Competitive salary
• Training & development

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Ron Mathai - 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.
• Present yourself professionally in virtual meetings to our customers.

QUALIFICATIONS

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

Our Agency has been proudly serving the community since August 2015, and our team of 12 (and counting!) is passionate about making a difference while enjoying a fulfilling and dynamic work environment. We believe in creating opportunities for growth and rewarding hard work with generous benefits, including retirement plans, comprehensive health insurance, paid time off, and monthly, quarterly, and annual bonuses. To keep things exciting, we also host weekly prize opportunities and team‑building events. As a proud graduate of Texas A&M University, Ron brings commitment to excellence into every aspect of the entire agency. His dedication to community involvement is reflected in his roles on the Advisory Council for the Salvation Army, the Irving Sunrise Rotary Club, and the Board of Directors for the City of Irving. He has also been honored as an Irving Rising Star and recognized for leadership by the World Malayalee Council of DFW Province. In our office, our team lives by our core values integrity, ownership, humility, teamwork, positivity, excellence, growth, and a touch of awesomeness. These principles guide everything we do, fostering a supportive and collaborative atmosphere where team members thrive.

If you’re ready to join a fun and inspiring environment where your contributions are valued, we’d love to welcome you to our growing team!

Position Overview

Are you a driven professional looking to take your career to the next level? A successful State Farm Agent is seeking an enthusiastic go‑getter to join their winning team as a Financial Services Representative - State Farm Agent Team Member. This is more than just a job; it’s a chance to be part of a dynamic team, delivering value‑based conversations and exceptional customer experiences. If you’re a self‑starter who thrives in a fast‑paced environment, this could be your opportunity for a rewarding career with outstanding income and growth potential.

Why Join Us?

At our Agency, we pride ourselves on being more than just an insurance provider. We’re risk managers who protect what matters most to our clients—Auto, Home, Life, and Retirement Planning. We’re seeking team members who are ready to grow with us, learn the business inside and out, and take part in an exciting, fast‑growing environment.

What You’ll Do

• Provide friendly, prompt, and accurate customer service, handling inquiries about insurance availability, coverages, claims, and billing.
• Develop leads, schedule appointments, identify customer needs, and offer tailored product solutions.
• Demonstrate a strong work ethic with an unwavering commitment to success every day.

Perks of Being an Agent Team Member

• Competitive Compensation: Hourly pay plus commission/bonus—earn more as you grow!
• Comprehensive Benefits: Group Life Insurance, Health Insurance, 401(k) plan, and profit sharing.
• Paid Time Off: Vacation, personal, and sick days to recharge.
• Growth Potential: Opportunities for advancement within the agency.
• Exciting Incentives
  • Weekly prizes, with the chance to leave early on Fridays!
  • Monthly and quarterly bonuses, plus an annual incentive resort trip to Mexico (with a guest!).
  • Quarterly Growth Profit Sharing (team members receive a percentage of the agency’s growth).

What We’re Looking For

• Excellent interpersonal and communication skills—verbal, written, and listening.
• A people‑oriented individual with a passion for delivering top‑notch customer service.
• Self‑motivated, detail‑oriented, and able to handle multiple tasks in a fast‑paced environment.
• Ability to work collaboratively as part of a team.
• Bilingual (Spanish) is a plus!

How to Apply

If you’re excited about this opportunity and motivated to succeed, we’d love to hear from you! Apply now, and we’ll be in touch to discuss the next steps in the interview process.

This position is with a State Farm independent contractor agent, not State Farm Insurance Companies. Employees of State Farm agents must complete all required licensing and training. State Farm agents are independent contractors who hire their own staff.