Financial Services Representative - State Farm Agent Team Member

Mysatxagent; San Antonio (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Flexible schedule

Opportunity for advancement

Training & development

401(k)

401(k) matching

Bonus based on performance

Dental insurance

Health insurance

Vision insurance

Job summary

Dean Eastman - State Farm Agent is seeking a Financial Services Representative to join the team in San Antonio, TX. You will market financial products that help clients manage everyday risks and educate them on options with a consultative, sales-minded approach.

The role emphasizes analytical precision, portfolio reviews, and staying compliant with regulations, while offering training, advancement opportunities, and a supportive environment within the State Farm network.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 65 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

Sales aptitude

Education

FINRA Series 65 license

FINRA Series 63 license

Job description

Benefits:

• Flexible schedule
• Opportunity for advancement
• Training & development
• 401(k)
• 401(k) matching
• Bonus based on performance
• Dental insurance
• Health insurance
• Vision insurance

ROLE DESCRIPTION:

As a Financial Services Representative - State Farm Agent Team Member with Dean Eastman - 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:

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 65 and 63 licenses preferred.