Financial Services Representative - State Farm Agent Team Member
Job Description
Job Description
Benefits:
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Kathy has proudly served Highland Park, University Park, and the greater Dallas area as a State Farm Agent for 32 years. Over the decades, shes built a highly experienced and dedicated team of 16 professionals with more than 150 years of combined insurance expertise, all committed to delivering exceptional service and support to our customers. Our office offers a supportive, growth-focused environment with strong benefits, including health insurance, 401k matching, commission, and both individual and team bonuses. We also run fun sales promotions throughout the year with exciting prizes and incentives to keep things motivating. If you're looking for a rewarding role on an experienced, high-performing team where your contributions are valued and recognized, wed love to hear from you. Position Overview:
Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies. This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs. Key Responsibilities:
- Consult customers on financial planning, investment options, and life/health insurance coverage
- Assist customers with portfolio management, asset allocation, and risk management strategies
- Conduct financial reviews and recommend personalized product solutions
- Maintain compliance with financial and insurance regulations
- Perform customer needs analysis and engage in sales conversations
- Active Life & Health license (or willingness to obtain)
- FINRA Series 6/63/65 or 7 license (or willingness to obtain)
- Previous experience in financial services and/or insurance preferred
- Strong communication and analytical skills
- Professional, trustworthy, and customer-focused demeanor
Recommended Jobs
RN CHARGE NURSE
Job Description Job Description About Legent Health At Legent Health , our mission is simple yet profound: “To provide first-class health care that puts YOU first.” Our vision reflects o…
Heavy Equipment Operator
Job Description Job Description Job Summary: Responsible for operating a variety of heavy equipment including but not limited to front-end loaders, skid-steers, trackhoes, backhoes, excavato…
Remote Travel Coordinator
Join Our Team as a Remote Travel Coordinator! Seeking enthusiastic and dedicated individuals to join our team as Remote Travel Coordinators . If you have a passion for travel and love helping oth…
Accountant Data Analyst
Accountant Data Analyst needs 4+ years strong analytical, auditing and data management skills Accountant Data Analyst requires: degree in Accounting, Finance, Statistics or related fi…
I & E Specialist
Description Position at Pilgrim's I&E Specialist ESSENTIAL DUTIES & RESPONSIBILITIES: ~Troubleshoot electrical systems throughout the plant ~Help maintain electrical equipment through PM pr…
Administrative Assistant - CPA Firm
Job Description Job Description Ross & Champion, CPAs has an opening for a full-time firm administrator/executive assistant to join its progressive tax accounting firm. We are seeking an except…
Position Available: Camp Nurse Salary Range: competitive pay
~One, two or three weeks: daughter may come to camp ~All food, lodging, insurance and trips included. Laundry + T-shirt ~Nurse ministers daily to 86 girls ages 7-16 in a Christian all girl camp; …
Locum Pediatric Nurse Practitioner - Critical Care
We are hiring Pediatric Physician Assistant or Nurse Practitioners in the HEART of TEXAS to support an outstanding Children's Hospital in Texas during their expansion of their Pediatric ICU!! Â If yo…
Referral Outreach Marketing Manager
Referral Outreach Marketing MANAGER – DFW Region This is a senior, field-based relationship and growth role. Not a digital marketing position. The Manager is responsible for driving new patie…
General Sales Manager
The General Sales Manager is responsible for the overall day to day operations of their branch. In addition they are to drive and develop world class retail execution, best in class sales & operation…