Financial Services Representative - State Farm Agent Team Member
Irving - TX
Financial Services Representative - State Farm Agent Team Member
Full Time • Irving - TX
Responsive recruiter
Benefits:
- 401(k) matching
- Bonus based on performance
- Company parties
- Competitive salary
- Free food & snacks
- Health insurance
- Opportunity for advancement
- Paid time off
- Profit sharing
- Training & development
- Wellness resources
ABOUT OUR AGENCY:
Our Agency has been proudly serving the community since August 2015, and our team of 12 (and counting!) is passionate about making a difference while enjoying a fulfilling and dynamic work environment. We believe in creating opportunities for growth and rewarding hard work with generous benefits, including retirement plans, comprehensive health insurance, paid time off, and monthly, quarterly, and annual bonuses. To keep things exciting, we also host weekly prize opportunities and team-building events.
Our Agency has been proudly serving the community since August 2015, and our team of 12 (and counting!) is passionate about making a difference while enjoying a fulfilling and dynamic work environment. We believe in creating opportunities for growth and rewarding hard work with generous benefits, including retirement plans, comprehensive health insurance, paid time off, and monthly, quarterly, and annual bonuses. To keep things exciting, we also host weekly prize opportunities and team-building events.
As a proud graduate of Texas A&M University, Ron brings commitment to excellence into every aspect of the entire agency. His dedication to community involvement is reflected in my roles on the Advisory Council for the Salvation Army, the Irving Sunrise Rotary Club, and the Board of Directors for the City of Irving. He has also been honored as an Irving Rising Star and recognized for leadership by the World Malayalee Council of DFW Province.
In our office, our team lives by our core values: integrity, ownership, humility, teamwork, positivity, excellence, growth, and a touch of awesomeness. These principles guide everything we do, fostering a supportive and collaborative atmosphere where team members thrive.
If you’re ready to join a fun and inspiring environment where your contributions are valued, we’d love to welcome you to our growing team!
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Ron Mathai - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
As a Financial Services Representative - State Farm Agent Team Member with Ron Mathai - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
- Consult customers with financial planning and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Ability to present themselves professionally in virtual meetings to our customers.
QUALIFICATIONS:
- 1+ years of experience in banking, credit union, or financial services.
- Analytical and communication skills.
- FINRA Series 7 and 63 licenses preferred but not required.
Compensation: $80,000.00 - $110,000.00 per year
We're Hiring!
We are a growing agency with big dreams and lots of potential. Our team works hard to reach our goals together as a team and have fun while we are doing it! Our team is comprised of results-oriented individuals that are serious about their development. If you want to work in an environment that is fun, challenging, and rewarding, then Ron Mathai - State Farm Agent may be the right fit for you! If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team. Come work with an energetic, fun team at Ron Mathai - State Farm Agent!
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- I have been a State Farm agent since 2014.
- Our agency has received awards including: Chairman's Circle, Ambassador Travel, Legion of Honor, and Senior Vice President's Club
Apply now and let us put you on the path to success.
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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Make a difference in your community every day
Gain confidence and grow your career
Earn benefits and rewards that are second to none