Financial Services Representative - State Farm Agent Team Member

State Farm; Lumberton (TX); On-site; USD 38,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Training & development

Bonus based on performance

Flexible schedule

Competitive salary

Opportunity for advancement

Job summary

State Farm Lumberton, TX seeks a Financial Services Representative to market financial products and manage everyday risks for customers. You will educate clients on insurance options, investments, and retirement planning, while building lasting relationships in the community.

The role emphasizes a consultative, sales-minded approach with analytics, compliance, and proactive lead generation. If you are professional, customer-focused, and eager to grow within a supportive team, this position

Qualifications

• Active Life & Health license required or ability to obtain quickly.
• FINRA Series 6/63/65 or SIE license preferred.
• Previous experience in financial services and/or insurance.
• Strong communication and analytical skills.
• Professional, trustworthy, and customer-focused demeanor.

Responsibilities

• Consult customers on financial planning, investment options, and life/health insurance coverage.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Life & Health license

FINRA/SIE license

Sales experience

Communication skills

Customer-focused

Job description

Benefits:

• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule

ABOUT OUR AGENCY:

Founded in 2010 by Trey White, a lifelong Southeast Texas resident who moved to Lumberton in 2008, our agency has become a trusted pillar in the community. Trey values the strong, lasting relationships we build with our customers and the privilege of guiding them through life’s unexpected challenges toward peace of mind.

Trey and his wife are proud parents raising an energetic family within the Lumberton ISD. They are actively engaged in local events and youth initiatives, with Trey serving on the board of the Lumberton Education Foundation. Outside of work, Trey enjoys traveling with his family and passionately following baseball.

Our team of eight (and growing!) is committed to providing personalized insurance and financial services while fostering a dynamic, supportive, and fun work environment. We believe in your growth and success, offering competitive benefits including retirement plans, comprehensive health insurance, paid time off, and more.

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Trey White - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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 on financial planning, investment options, and life/health insurance coverage.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

QUALIFICATIONS:

• Active Life & Health license (required or ability to obtain quickly)
• FINRA Series 6/63/65 or SIE license preferred
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor