Financial Services Representative – State Farm Agent Team Member

Job overview

The Financial Services Representative – State Farm Agent Team Member position is onsite in Gainesville, TX, and pays $50,000–$75,000 per year. The role supports Jim Goldsworthy’s State Farm agency, a multi-office operation with a 17-member team and a history dating to 1992. The representative markets financial products and consults with customers about financial planning and investment options. Through financial reviews, portfolio support, and product recommendations, the role helps customers consider options for managing everyday risks while maintaining regulatory compliance.

What you'll do

• Consult customers about financial planning and investment options
• assist with portfolio management and asset allocation
• conduct financial reviews and recommend appropriate products
• maintain compliance with financial regulations.

What we're looking for

Skills & competencies

financial services representative

financial planning

investment options

portfolio management

asset allocation

customer consultation

financial reviews

state farm agent

gainesville tx

jim goldsworthy

$50k–$75k annually

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k)
• performance-based bonus
• health insurance
• flexible schedule
• paid time off
• training and development
• advancement opportunities
• three to four weeks of vacation and sick time.

Why this role

Series 6/63/65 or Series 7 licenses will be required.

About the employer

Jim Goldsworthy - State Farm Agent is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.