Financial Services Representative

Job overview

The Financial Services Representative role is an onsite position in Lumberton, TX, with compensation of $70,000–$75,000 per year. Trey White - State Farm Agent’s team provides personalized insurance and financial services to the local community. The representative markets financial products, consults with customers about planning and coverage options, and identifies tailored solutions. The role supports agency growth by generating and following up on leads, conducting financial reviews, and maintaining regulatory compliance.

What you'll do

• Consult customers on financial planning, investment options, and life and health insurance coverage
• identify needs and present tailored insurance solutions
• generate and follow up on leads
• conduct financial reviews and recommend products
• maintain compliance with financial regulations.

What we're looking for

Skills & competencies

financial services representative

lumberton tx

trey white state farm agent

financial planning

investment options

life insurance

health insurance

customer consultation

lead generation

financial reviews

regulatory compliance

$70k–$75k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Health insurance, paid time off, training and development, advancement opportunities, performance-based bonus, flexible schedule.

Why this role

Active Life & Health license required or ability to obtain quickly; FINRA Series 6/63/65 or SIE preferred. Benefits include health insurance, paid time off, training and development, advancement opportunities, and performance-based bonuses.

About the employer

Trey White - State Farm Agent is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.