Financial Services Representative - State Farm Agent Team Member

Crystal Fuller - State Farm Insurance Agent; San Antonio (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Simple IRA

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Crystal Fuller - State Farm Agent in San Antonio, TX is seeking a Financial Services Representative to join a growing agency team. You will market financial products, advise clients on risk management, retirement, and investment options, and work closely with a licensed team to deliver excellent service.

Overview: strong analytical and communication skills, FINRA licenses preferred, and a commitment to integrity, client satisfaction, and ongoing development.

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

Education

FINRA Series 7 license

FINRA Series 63 license

Job description

Responsive recruiter

Replies within 24 hours

Benefits

• Simple IRA
• Bonus based on performance
• Competitive salary
• Flexible schedule
• 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. I have been affiliated with State Farm since 2002 and have been a State Farm Agent since 2010. If selected, you will be joining one of the best State Farm Agencies in the United States.

I have two office locations. Fun fact I was the first State Farm Agent in San Antonio to be given the opportunity to have a second office location.

Check out our Google reviews, photos on Instagram - @fullerpocketswithCrystal, and my 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