Financial Services Representative - State Farm Agent Team Member

State Farm Agent; Leander (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Profit sharing

Training & development

401(k) matching

Bonus based on performance

Competitive salary

Job summary

Greg Meyer - State Farm Agent in Round Rock, TX is seeking a Financial Services Representative to market financial products, educate customers on options, and support portfolio management. The role emphasizes analytical rigor and a consultative sales approach within a State Farm Agent office.

The position involves a team-driven, growth-oriented environment with opportunities for advancement and a strong focus on compliance and customer service.

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

Licensing: Series 6/63/65 or SIE

Certifications

Job description

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Greg Meyer - 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.

Benefits

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

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.

Compensation: $45,000.00 - $65,000.00 per year

We're Hiring!

We are a very busy office and are looking for our next great team member. We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it! We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you want to work in an environment that is fun, challenging, and rewarding, then Greg Meyer - State Farm Agent may be the right fit for you! If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.

About Our Agency

• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
• Our office is located in Round Rock, TX.
• Our office is open 8:30 a.m.-5:30 p.m..
• I have been a State Farm agent since 1989.
• I am a proud graduate of Baylor University-Sic Em!.

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.