Financial Services Representative — State Farm Agent Team Member

Job overview

The Financial Services Representative — State Farm Agent Team Member role is onsite in Hutto, TX; the stated annual salary range is $60,000–$90,000. The position supports a State Farm agency by consulting with customers about financial planning, insurance, and protection strategies. The representative reviews customer needs and financial circumstances, recommends personalized products, and maintains compliance with financial and insurance regulations to help clients pursue financial security.

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 strategies
• conduct financial reviews and recommend personalized products
• maintain regulatory compliance
• analyze customer needs and engage in sales conversations.

What we're looking for

Skills & competencies

financial services representative

state farm agent team member

financial planning

insurance

investment options

portfolio management

risk management

hutto tx

monica story state farm agent

$60k–$90k per year

401(k)

health insurance

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k)
• performance-based bonus
• health insurance
• opportunity for advancement
• paid time off
• training and development.

Why this role

Preferred qualifications include an active Life and Health license, FINRA Series 6/63/65 or Series 7 license, and prior financial-services or insurance experience.

About the employer

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