Financial Services Representative - State Farm Agent Team Member

Steven Barber State Farm Insurance Agent; Saginaw (TX); Hybrid; USD 65,000 - 100,000; Full time

Benefits offered by this job

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Flexible schedule

Training & development

Job summary

Steven Barber State Farm Insurance Agent in Saginaw, TX is seeking a customer-focused financial services professional to consult on planning, life and health insurance, and long-term protection strategies.

The role emphasizes meaningful conversations with customers, strong analytical skills, and identifying the right product mix to meet needs. A supportive, growth-oriented team offers opportunities for leadership and advancement.

Qualifications

• 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
• 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

Skills

Financial services experience

Insurance knowledge

Communication skills

Analytical skills

Job description

Full Time in Saginaw - TX

Replies within 24 hours

• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Paid time off

About our Agency

Our agency has been proudly serving the community since October 2016, and our team of 12 (and counting!) is passionate about making a difference while enjoying a fulfilling and dynamic work environment. In 2021, we moved our office to Saginaw, TX and in 2022 we opened our second office which is now located in Justin, TX.

We’re building a culture that’s collaborative, supportive, and where hard work is rewarded! As we continue our growth, we’re excited to expand our team with highly performing motivated individuals who want to be apart of a team that is driven to reach its maximum potential. We believe that building something great should be rewarding and fulfilling for everyone.

We believe in creating opportunities for growth and rewarding hard work with generous benefits, comprehensive health insurance, paid time off, and annual bonuses. To keep things exciting, we also host quarterly team-building events. Along with personalized bonus and compensation plans, we offer real opportunities for leadership and growth.

If you're motivated, thrive in a fun yet high-performance atmosphere, and want to be part of something great—we'd love to meet you.

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

Compensation $65,000.00 - $100,000.00 per year

Financial Services Representative - State Farm Agent Team Member

Full Time in Saginaw - TX

Responsive recruiter Replies within 24 hours

Benefits

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

About our Agency

Our agency has been proudly serving the community since October 2016, and our team of 12 (and counting!) is passionate about making a difference while enjoying a fulfilling and dynamic work environment. In 2021, we moved our office to Saginaw, TX and in 2022 we opened our second office which is now located in Justin, TX.

We’re building a culture that’s collaborative, supportive, and where hard work is rewarded! As we continue our growth, we’re excited to expand our team with highly performing motivated individuals who want to be apart of a team that is driven to reach its maximum potential. We believe that building something great should be rewarding and fulfilling for everyone.

We believe in creating opportunities for growth and rewarding hard work with generous benefits, comprehensive health insurance, paid time off, and annual bonuses. To keep things exciting, we also host quarterly team-building events. Along with personalized bonus and compensation plans, we offer real opportunities for leadership and growth.

If you're motivated, thrive in a fun yet high-performance atmosphere, and want to be part of something great—we'd love to meet you.

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 strategiesConduct 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

Compensation $65,000.00 - $100,000.00 per year

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 employmentdecisions regarding their employees.

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