Financial Services Representative – State Farm Agent Team Member
Full Time • Killeen - TX
Responsive recruiter
Benefits:
- Paid time off
- Training & development
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Signing bonus
ABOUT OUR AGENCY:
I opened my agency in 2000 and currently lead a small but growing team of two. Before becoming an agent with State Farm, I worked in claims management, which gave me a strong understanding of the customer experience and the importance of doing things the right way.
I’m a graduate of Texas State University (formerly Southwest Texas State University). I have two children and four grandchildren, and family is a big part of my life.
Our culture is close-knit and family-oriented, with a small office environment where everyone works together. We stay involved in the local community and value building connections with the people we serve. I’m looking for someone who is confident, personable, and enjoys building strong relationships with customers. If you’re someone who values connection, takes pride in your work, and wants to be part of a supportive team, this could be a great fit for you.
ROLE DESCRIPTION:
As a Financial Services Representative – State Farm Agent Team Member with Alan Cox - 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:
I opened my agency in 2000 and currently lead a small but growing team of two. Before becoming an agent with State Farm, I worked in claims management, which gave me a strong understanding of the customer experience and the importance of doing things the right way.
I’m a graduate of Texas State University (formerly Southwest Texas State University). I have two children and four grandchildren, and family is a big part of my life.
Our culture is close-knit and family-oriented, with a small office environment where everyone works together. We stay involved in the local community and value building connections with the people we serve. I’m looking for someone who is confident, personable, and enjoys building strong relationships with customers. If you’re someone who values connection, takes pride in your work, and wants to be part of a supportive team, this could be a great fit for you.
ROLE DESCRIPTION:
As a Financial Services Representative – State Farm Agent Team Member with Alan Cox - 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 7 and 63 licenses preferred.
Compensation: $40,000.00 - $60,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Killeen, TX and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
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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Make a difference in your community every day
Gain confidence and grow your career
Earn benefits and rewards that are second to none