Financial Services Representative – State Farm Agent Team Member

Job overview

The Financial Services Representative – State Farm Agent Team Member role is onsite in Magnolia, TX. The stated salary range is $60,000–$100,000 per year. The agency describes a four-day work week and a culture focused on customer care and supporting one another. The representative markets financial products and consults with customers about planning and investment options, portfolio management, and asset allocation. The role contributes to customer financial reviews and product recommendations while maintaining compliance with financial regulations.

What you'll do

• Consult customers on 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

customer consultation

financial planning

investment options

portfolio management

asset allocation

financial reviews

magnolia tx

state farm agent

four-day work week

finra series 7

finra series 63

Work arrangement

• Weekend coverage required

Benefits & perks

• License reimbursement, health insurance, advancement opportunity, paid time off, training and development, 401(k), performance-based bonus, competitive salary, and flexible schedule.

Why this role

The agency states it operates on a four-day work week and offers training and development.

About the employer

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