Financial Services Representative - State Farm Agent Team Member

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

Benefits offered by this job

License Reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Michael Liberto - State Farm Agent in Magnolia, TX is seeking a Financial Services Representative to market financial products and educate customers on risk management. You will help clients select protection, retirement, and investment solutions while building trusted relationships.

The role emphasizes analytical assessment, portfolio reviews, and regulatory compliance to support both customers and the agency's growth.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills are essential.
• FINRA Series 7 and 63 licenses preferred.

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

Experience in financial services

Analytical skills

Communication skills

FINRA Series 7

FINRA Series 63

Job description

Benefits:

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

ABOUT OUR AGENCY

Since opening the agency in 2017, we've built a team that believes success comes from taking care of both our customers and each other. Before becoming a State Farm agent, I had the opportunity to play professional baseball in the Kansas City Royals organization. The lessons I learned through sports—discipline, teamwork, accountability, and perseverance—continue to influence how I lead my agency today.

Outside of work, I'm a proud dad who values family and making the most of life's experiences. I love to travel and strongly believe that a successful career should also allow time to enjoy life outside the office.

Our office culture is built around working hard, supporting one another, and maintaining a healthy work-life balance. We want people to enjoy coming to work while also having the time and flexibility to focus on what matters most to them outside the office. That's one of the reasons we operate on a four-day work week, giving our team more time to spend with family, pursue hobbies, and recharge.

We're looking for someone who is kind, caring, and genuinely enjoys helping others. The ideal candidate is a team player who values relationships, takes pride in providing great customer service, and wants to contribute to a positive office environment. Skills can be taught, but having the right attitude and a desire to help people are what truly make someone successful on our team.

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Michael Liberto - 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.
• Maintain compliance with financial regulations.

QUALIFICATIONS:

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.