Financial Services Representative — State Farm Agent Team

Job overview

The Financial Services Representative role is onsite in Fort Worth, Texas. The posting lists a salary range of $65,000–$100,000 per year. The State Farm agency serves its community and describes a 12-person team with offices in Saginaw and Justin, Texas. The representative consults with customers about financial planning, investment options, and life and health insurance, conducts financial reviews, and recommends personalized solutions while maintaining regulatory compliance.

What you'll do

• Consult customers on financial planning, investment options, and life and health insurance
• assist with portfolio management, asset allocation, and risk management
• conduct financial reviews
• recommend personalized products
• maintain compliance
• analyze customer needs and engage in sales conversations.

What we're looking for

Skills & competencies

financial services representative

fort worth tx

state farm agent team

$65k–$100k annual salary

financial planning

investment options

life insurance

health insurance

portfolio management

asset allocation

risk management

customer needs analysis

paid time off

Work arrangement

• Weekend coverage required

Benefits & perks

• Performance bonuses, flexible schedule, health insurance, paid time off, training and development, advancement opportunities, and quarterly team-building events.

About the employer

Steven Barber - State Farm Agent is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.