Financial Services Representative - State Farm Agent Team Member

State Farm Agent; Weatherford (TX); On-site; USD 75,000 - 200,000; Full time

Benefits offered by this job

401(k) matching

Competitive salary

Health insurance

Paid time off

Job summary

State Farm Agent is looking for a Financial Services Manager in Weatherford, Texas. The role involves educating customers on financial products and assisting with financial planning and investment options.

The ideal candidate will have over 3 years of experience in financial services, strong analytical skills, and preferred FINRA licenses. The position offers competitive compensation and benefits, including 401(k) matching and health insurance.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• Relevant financial licenses.

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 and 63 licenses preferred

General Lines Agent Life/Health

Job description

Role Description

As a Financial Services Manager with Mader-Bagley Insurance, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales‑mindful 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.

Benefits

• 401(k) matching
• Competitive salary
• Health insurance
• Paid time off

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 7 and 63 licenses preferred.
• General Lines Agent Life/Health

Compensation

$75,000.00 - $200,000.00 per year

Services Offered

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning