Financial Services Representative

Job overview

The Financial Services Representative role is onsite in Pearland, Texas. The stated salary is $60,000–$80,000 per year. The role is with Chris Tulloch - State Farm Agent, a community-involved agency that describes a supportive, family-oriented team environment. The representative markets financial products and helps customers understand options for financial planning, investments, and life and health insurance. The role contributes to agency growth by identifying customer needs, following up on leads, recommending suitable products, and maintaining compliance with financial regulations.

What you'll do

• Consult customers on financial planning, investment options, and life and health insurance coverage
• identify customer needs and present tailored insurance solutions
• generate and follow up on leads
• conduct financial reviews and recommend products
• and maintain compliance with financial regulations.

What we're looking for

Skills & competencies

financial services representative

insurance

financial planning

investment options

life insurance

health insurance

customer consultation

lead generation

full-time

pearland tx

chris tulloch - state farm agent

$60k–$80k per year

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k), performance-based bonus, flexible schedule, advancement opportunities, paid time off, and training and development.

Why this role

The agency describes structured training, community involvement, and a family-oriented team environment.

About the employer

Chris Tulloch - State Farm Agent is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.