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Financial Services Representative - State Farm Agent Team Member

Job in Vidor, Orange County, Texas, 77662, USA
Listing for: Lauren Gilbert
Full Time position
Listed on 2026-10-18
Job specializations:
  • Finance & Banking
    Financial Sales, Insurance Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
Job Description & How to Apply Below
Benefits:
  • Competitive salary
  • Flexible schedule
  • Training & development
  • 401(k)
  • Bonus based on performance
  • Opportunity for advancement
  • Paid time off
ABOUT OUR AGENCY:

Our agency opened in 2015 and is a close-knit team of four focused on growth, performance, and strong customer relationships. I’ve been with State Farm since 2009, starting as a team member, and bring a strong background in financial services into how we serve our customers.

I’m based in Louisiana and a proud parent of four, with a strong focus on both family and building a successful team. We stay actively involved in the community through Rotary, Chambers of Commerce, and local sponsor ships.

For our team, we offer PTO, a 401(k), reimbursement for licensing costs, and a strong focus on work-life balance.

Our office culture is hands‑on, goal‑oriented, and supportive. We provide structured training and guidance to help team members succeed. We’re looking for someone who is loyal, self-sufficient, and driven - someone who is smart, motivated, and ready to push themselves to exceed goals while growing with the team.

ROLE

DESCRIPTION:

As a Financial Services Rep with Lauren Gilbert State Farm, 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.
  • Maintain compliance with financial regulations.
QUALIFICATIONS:
  • Analytical and communication skills.
  • FINRA Series 63 licenses preferred.
  • Goal-oriented and motivated by achieving measurable results.
  • Ability to manage multiple priorities and work effectively in a fast-paced environment.
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