Financial Services Representative

Job overview

The Financial Services Representative role is onsite in Lubbock, TX, with a stated salary range of $55,000–$80,000 per year. The position is with Evan Brown - State Farm Agent and supports customers’ insurance and financial planning needs. The representative develops new business and builds lasting customer relationships by discussing financial goals, identifying needs, and explaining relevant insurance and financial-services solutions. The role also includes prospecting, follow-up, pipeline management, meeting production goals, and maintaining accurate records in accordance with applicable requirements.

What you'll do

• Develop financial-services business through customer relationships, referrals, prospecting, and appointments
• discuss customer goals, needs, time horizons, and risk tolerance
• explain investment and insurance solutions
• follow up and maintain a sales pipeline
• meet sales and production goals
• document activity and comply with applicable regulatory requirements.

What we're looking for

Skills & competencies

full-time

lubbock tx

state farm agent

financial services

insurance

financial planning

sales

prospecting

customer relationships

roth iras

529 plans

life insurance

$55k–$80k

Work arrangement

• Weekend coverage required

Benefits & perks

• Health insurance, paid time off, and 401(k) matching.

About the employer

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