Financial Services Representative - State Farm Agent Team Member

Steven Barber; Saginaw (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Steven Barber is looking for a customer-focused individual in Saginaw, Texas, to join their State Farm agency as a financial services professional. This role involves consulting on financial planning and insurance, helping clients manage their portfolios effectively.

The ideal candidate enjoys meaningful conversations, possesses strong analytical abilities, and can recommend personalized product solutions. If you are ready to make a significant impact on customers’ lives while leading and mentoring them towards a secure financial future, we encourage you to apply.

Qualifications

• Previous experience in financial services and/or insurance.
• Strong communication and analytical skills.
• Professional and customer-focused demeanor.

Responsibilities

• Consult customers on financial planning and insurance coverage.
• Assist customers with portfolio management and risk management strategies.
• Conduct financial reviews and recommend personalized solutions.
• Engage in sales conversations based on customer needs.

Skills

Customer relationship management

Analytical skills

Communication skills

Job description

Benefits

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

Position Overview

Are you a financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer‑focused individual who can confidently consult on financial planning, life and health insurance, and long‑term protection strategies.

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

Key Responsibilities

• Consult customers on financial planning, investment options, and life/health insurance coverage
• Assist customers with portfolio management, asset allocation, and risk management strategies
• Conduct financial reviews and recommend personalized product solutions
• Maintain compliance with financial and insurance regulations
• Perform customer needs analysis and engage in sales conversations

Preferred Qualifications

• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer‑focused demeanor

If you’re ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers’ lives, we’d love to hear from you.