Financial Services Representative, State Farm Agent Team

Job overview

The Financial Services Representative role is onsite in Tomball, TX, with compensation of $60,000–$80,000 per year. The representative supports Caley Baillio’s State Farm agency by marketing financial products that help customers manage everyday risks. The role educates customers about financial options and recommends suitable products based on their needs. Consultations, lead follow-up, and financial reviews contribute to customer service and agency business development while maintaining compliance with financial regulations.

What you'll do

• Consult customers on financial planning, investment options, and life and health insurance coverage
• identify customer 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

state farm agent team

tomball tx

caley baillio

full-time

financial products

financial planning

investment options

life and health insurance

customer consultations

lead generation

$60k–$80k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Life and health insurance, paid time off, training and development, vision and dental insurance, 401(k), performance bonuses, advancement opportunities, and flexible schedule.

Why this role

The posting accepts an active Life and Health license or the ability to obtain one quickly; FINRA Series 6/63/65 or SIE is preferred.

About the employer

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