Financial Services Representative - State Farm Agent Team Member
Full Time • Vidor - TX
Responsive recruiter
Benefits:
- Competitive salary
- Flexible schedule
- Training & development
- 401(k)
- Bonus based on performance
- Opportunity for advancement
- Paid time off
ABOUT OUR AGENCY:
Our agency opened in 2015 and is a close-knit team of four focused on growth, performance, and strong customer relationships. I’ve been with State Farm since 2009, starting as a team member, and bring a strong background in financial services into how we serve our customers.
I’m based in Louisiana and a proud parent of four, with a strong focus on both family and building a successful team. We stay actively involved in the community through Rotary, Chambers of Commerce, and local sponsorships.
For our team, we offer PTO, a 401(k), reimbursement for licensing costs, and a strong focus on work-life balance.
Our office culture is hands-on, goal-oriented, and supportive. We provide structured training and guidance to help team members succeed. We’re looking for someone who is loyal, self-sufficient, and driven - someone who is smart, motivated, and ready to push themselves to exceed goals while growing with the team.
ROLE DESCRIPTION:
As a Financial Services Rep with Lauren Gilbert State Farm, 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:
Our agency opened in 2015 and is a close-knit team of four focused on growth, performance, and strong customer relationships. I’ve been with State Farm since 2009, starting as a team member, and bring a strong background in financial services into how we serve our customers.
I’m based in Louisiana and a proud parent of four, with a strong focus on both family and building a successful team. We stay actively involved in the community through Rotary, Chambers of Commerce, and local sponsorships.
For our team, we offer PTO, a 401(k), reimbursement for licensing costs, and a strong focus on work-life balance.
Our office culture is hands-on, goal-oriented, and supportive. We provide structured training and guidance to help team members succeed. We’re looking for someone who is loyal, self-sufficient, and driven - someone who is smart, motivated, and ready to push themselves to exceed goals while growing with the team.
ROLE DESCRIPTION:
As a Financial Services Rep with Lauren Gilbert State Farm, 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:
- Analytical and communication skills.
- FINRA Series 63 licenses preferred.
- Goal-oriented and motivated by achieving measurable results.
- Ability to manage multiple priorities and work effectively in a fast-paced environment.
Compensation: $50,000.00 - $70,000.00 per year
Are You Driven & Ambitious?
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. 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.
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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