Financial Services Representative - State Farm Agent Team Member

Linda DeSpain - State Farm Agent; Irving (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Join a leading team as a Financial Services Representative with a focus on marketing financial products. This role offers competitive base pay, commissions, and the potential for agency ownership. Ideal for those with financial experience seeking flexible hours.

Benefits

Flexible Hours

Bonus based on performance

Opportunity for advancement

Paid time off

Savings bank

Qualifications

• 1+ years of experience in financial services.

Responsibilities

• Consult customers with financial planning and investment options.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Analytical skills

Communication skills

Education

Texas General Lines Life, Health, Accident, HMO license

Job description

• State Farm Chairman Circle Qualifier - TOP 100 in US quality book
• Be a part of a President's Club State Farm Team TOP100 in US in Sales
• This position can lead to Agency Ownership
• Flexible Hours - perfect job for stay at home parent with Finance Exp
• Bonus based on performance
• Opportunity for advancement
• Paid time off
• Savings bank

ROLE DESCRIPTION :

As a Financial Services Representative - State Farm Agent Team Member with Linda DeSpain - 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. This position pays a competitive BASE-pay, and generous Commissions based on Sales. In addition, this position can lead to Agency Ownership through our Agent Mentorship program.

RESPONSIBILITIES :

• Consult customers with financial planning and investment options.
• Follow-up with Quoted Homeowner Prospects to sell Financial Products - Life, Health and Bank
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.
• COACH - Auto and P&C TEAM Members on how to market Financial Services, Refer Prospects and Gain Referrals from new Customers.

QUALIFICATIONS :

• 1+ years of experience in financial services.
• Analytical and communication skills.
• Must have Texas General Lines LIfe, Health, Accident, HMO license.
• Beneficial to have FINRA Series 6 and 63 registrations but not required.