Financial Services Representative - State Farm Agent Team Member

Crystalfuller; San Antonio (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Simple IRA

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

A leading financial services agency in San Antonio is seeking a Financial Services Representative to assist customers with financial planning and investment options. This role requires strong analytical and communication skills, with a preference for candidates holding FINRA Series 7 and 63 licenses. Compensation is competitive, ranging from $60,000 to $80,000 annually, with additional benefits such as health insurance and performance bonuses.

Qualifications

• Experience in financial services preferred.
• Analytical and communication skills.
• 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

Analytical skills

Communication skills

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in San Antonio, TX

• Simple IRA
• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

Join our agency at Crystal Fuller - State Farm! Here in our Agency, we have over 15 licensed team members. We have been affiliated with State Farm since 2002 and State Farm Agents since 2010. If selected, you will be joining one of the best State Farm Agencies in the United States. We have two office locations. Check out our Google reviews, photos on Instagram - @fullerpocketswithCrystal, and our website - crystalfuller.com. We pride ourselves in integrity and have a work hard, play hard philosophy. We are Chairman’s Circle Qualifiers, Ambassador Club, Million Dollar Round Table, Small Business Premier Leaders, and SVP Club leaders. Be a part of an established office & winning team. If you\'re looking for an exciting career opportunity in a fun and supportive environment, Crystal Fuller - State Farm may be the perfect fit for you. Since opening our doors in 2010, we\'ve been committed to providing exceptional service to our community, and we\'re looking for someone who shares our passion for helping others.

ROLE DESCRIPTION

As a Financial Services Representative - State Farm Agent Team Member with Crystal Fuller - 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

• Experience in financial services preferred.
• Analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.

Compensation $60,000.00 - $80,000.00 per year

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