Financial Services Representative — State Farm Agent Team Member

Job overview

The Financial Services Representative role is an onsite position in San Antonio, TX, paying $60,000–$80,000 per year. Crystal Fuller’s State Farm agency says it has served its community since opening in 2010 and emphasizes integrity and customer service. The representative markets financial products and consults with customers about financial planning and investment options. The role supports customers’ financial decisions through reviews, product recommendations, portfolio assistance, and 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 representative

state farm agent team member

san antonio tx

$60k–$80k/year

financial products

financial planning

investment options

portfolio management

customer consultation

series 7 and 63 preferred

Work arrangement

• Weekend coverage required

Benefits & perks

• Simple IRA
• performance-based bonus
• flexible schedule
• health insurance
• paid time off
• training and development
• advancement opportunities.

About the employer

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