Financial Services Representative — State Farm Agent Team Member
Compensation
$75k – $100k /yr
Employment type
Full-time
Work setting
On-site
Location
Aubrey, TX
Schedule
Day shift
Posted
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Job overview
The Financial Services Representative — State Farm Agent Team Member role is onsite in Aubrey, TX, with a stated annual salary range of $75,000–$100,000. The role supports Tommy Rosales - State Farm Agent in marketing financial products that help customers manage everyday risks.
What you'll do
- Consult customers about 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 representativeaubrey txstate farm agentfull-timefinancial planninginvestment optionsportfolio managementasset allocationfinancial reviewsseries 6/63/65sie$75k–$100k/year
- Work arrangement
- Weekend coverage required
Benefits & perks
- Paid time off, signing bonus, training and development, 401(k), 401(k) matching, performance-based bonus, and competitive salary.
Why this role
The posting seeks 3+ years of financial services experience. Series 6/63/65 or SIE licenses are preferred; the listing also references SIE, Series 6/63/65, and other relevant certifications. Benefits include paid time off, signing bonus, training and development, 401(k), matching, and performance-based bonus.
About the employer
Tommy Rosales - State Farm Agent is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Insurance Agencies and Brokerages
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: d565aeb0-089a-48cc-aaf1-50fc23f2e20d