Financial Services Representative - State Farm Agent Team Member

Laurengilbert; Vidor (TX); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Opportunity for advancement

Paid time off

Job summary

A reputable financial services firm in Vidor, Texas is seeking a Financial Services Representative. In this full-time role, you will market financial products and provide customers with essential financial planning and investment guidance. Ideal candidates will possess strong analytical and communication skills, with the preferred qualification of a FINRA Series 63 license. This position offers competitive benefits and opportunities for career advancement.

Qualifications

• Analytical and communication skills required.
• FINRA Series 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 63 licenses preferred

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Vidor - TX

Benefits

• 401(k)
• Bonus based on performance
• Opportunity for advancement
• Paid time off

ROLE DESCRIPTION

As a Financial Services Rep with Lauren Gilbert State Farm, 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

• Analytical and communication skills.
• FINRA Series 63 licenses preferred.

Apply Now

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 employment decisions regarding their employees.

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