Financial Services Representative - State Farm Agent Team Member
Full Time • Dallas - TX
Responsive recruiter
Replies within 24 hours
Benefits:
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
About our Agency:
Kathy has proudly served Highland Park, University Park, and the greater Dallas area as a State Farm Agent for 32 years. Over the decades, she’s 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.
Kathy has proudly served Highland Park, University Park, and the greater Dallas area as a State Farm Agent for 32 years. Over the decades, she’s 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, we’d 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.
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
Preferred Qualifications:
- 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
If you’re ready to combine your expertise in financial services with the opportunity to lead, mentor, and make a lasting impact on customers’ lives, we’d love to hear from you.
Compensation: $60,000.00 - $80,000.00 per year
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. Our team works hard to reach our goals together as a team and have fun while we are doing it! Our well-trained team uses state of the art technology to achieve outstanding results. Come work with an energetic, fun team at Kathy Wall - State Farm Agent!
About Our Agency
We look forward to speaking with you!
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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