Financial Services Representative - State Farm Agent Team Member
Full Time • Clute, TX, 77531
Benefits:
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Health insurance
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Tim Keefe - State Farm Agent, you will successfully market the financial products that help manage everyday risks to current and future customers. Your job is to help our agency fulfill its mission to be a HERO on our customer's best and worst financial day. 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:
As a Financial Services Representative - State Farm Agent Team Member with Tim Keefe - State Farm Agent, you will successfully market the financial products that help manage everyday risks to current and future customers. Your job is to help our agency fulfill its mission to be a HERO on our customer's best and worst financial day. 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:
- College Degree in Finance or related field of study, or 3+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 6 and 63 licenses preferred. Licensing post-hire is available for college applicants with appropriate degree.
Compensation: $50,000.00 - $80,000.00 per year
Are You Driven & Ambitious?
We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team works hard to reach our goals together as a team and have fun while we are doing it! We want to work alongside those who are equally committed to excellence and personal achievement. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you want to work in an environment that is fun, challenging, and rewarding, then Tim Keefe - State Farm Agent may be the right fit for you! If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
- Our office is located in Clute, TX.
- Our office is open 8:30-5:30.
- I have been a State Farm agent since 2007.
- Before becoming a State Farm Agent, I was previously employed as a State Farm Agent Team Member.
- I am a proud graduate of University of Louisiana at Lafayette.
- We currently have 6 team members at our agency.
- We have 60 years of combined insurance experience in our office.
- Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, Silver Scroll, and Bronze Tablet
- Additional languages spoken: Spanish
Apply now and let us put you on the path to success.
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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