Financial Services Representative - State Farm Agent Team Member

Lauren Gilbert - State Farm Insurance Agent; Vidor (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

PTO

401(k)

Licensing reimbursement

Work-life balance

Job summary

Lauren Gilbert State Farm is seeking a Financial Services Rep to market and educate customers on financial products, manage risk, and drive growth. You’ll apply a sales-minded, consultative approach with a strong emphasis on customer relationships and community involvement.

Ideal candidates bring analytical skills, a basic grasp of investment concepts, and the ability to handle multiple priorities in a fast-paced environment. FINRA Series 63 licenses are preferred.

Qualifications

• Analytical and communication skills.
• FINRA Series 63 licenses preferred.
• Goal-oriented and motivated by achieving measurable results.
• Ability to manage multiple priorities and work effectively in a fast-paced environment.

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

FINRA Series 63

Job description

About Our Agency

Our agency opened in 2015 and is a close-knit team of four focused on growth, performance, and strong customer relationships. I've been with State Farm since 2009, starting as a team member, and bring a strong background in financial services into how we serve our customers.

Responsive recruiter

Benefits

• Competitive salary
• Flexible schedule
• Training & development
• 401(k)
• Bonus based on performance
• Opportunity for advancement
• Paid time off

About Our Agency

Our agency opened in 2015 and is a close-knit team of four focused on growth, performance, and strong customer relationships. I've been with State Farm since 2009, starting as a team member, and bring a strong background in financial services into how we serve our customers.

I'm based in Louisiana and a proud parent of four, with a strong focus on both family and building a successful team. We stay actively involved in the community through Rotary, Chambers of Commerce, and local sponsorships.

For our team, we offer PTO, a 401(k), reimbursement for licensing costs, and a strong focus on work-life balance.

Our office culture is hands-on, goal-oriented, and supportive. We provide structured training and guidance to help team members succeed. We're looking for someone who is loyal, self-sufficient, and driven - someone who is smart, motivated, and ready to push themselves to exceed goals while growing with the team.

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.
• Goal-oriented and motivated by achieving measurable results.
• Ability to manage multiple priorities and work effectively in a fast-paced environment.

Compensation $50,000.00 - $70,000.00 per year