Financial Services Representative - State Farm Agent Team Member

Chris Tulloch - State Farm Agent

Pearland (TX)

On-site

USD 39,000 - 65,000

Full time

14 days+

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Benefits offered by this job

401(k)

Performance bonus

Competitive salary

Flexible schedule

Advancement opportunities

Paid time off

Training & development

Job summary

Chris Tulloch - State Farm Agent is seeking a Financial Services Representative to market financial products, educate customers on options, and grow the agency through lead generation and strategic planning.

You will work in a collaborative, team-oriented environment with training and advancement opportunities, supporting clients with comprehensive financial solutions.

Qualifications

Active Life & Health license or ability to obtain quickly
FINRA Series 6/63/65 or 7 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 Series 6/63/65/7

Financial services experience

Strong communication

Analytical skills

Customer-focused demeanor

Job description

Benefits

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

About our agency

Our agency opened in 2018 and has grown into a team of seven who work together in a supportive, family-oriented environment. Before becoming an agent, I worked in retail management, where I developed strong leadership skills and a passion for building high-performing teams.

I hold an M.B.A. from the University of Houston-Clear Lake and am married with a daughter. Outside of work, I enjoy spending time with family and friends, staying active with sports, and getting outdoors whenever possible.

Community involvement is very important to me. I serve as a board member for Keep Pearland Beautiful, volunteer with Pearland FFA and the Houston Livestock Show, and am a member of the Pearland Lion's Club. Giving back and staying connected with the community we serve is a big part of who we are as an agency.

We offer life insurance benefits, a flexible schedule, structured training programs, team lunches, a 401(k), and a strong family-oriented environment where people support each other and grow together.

Our culture is collaborative and energetic. We're looking for someone who is a self-starter, takes initiative, and brings a competitive mindset. If you're motivated, team-oriented, and ready to grow in a supportive environment, this could be a great place to build your career.

Role description

As a Financial Services Representative - State Farm Agent Team Member with Chris Tulloch - 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