Financial Services Representative - State Farm Agent Team Member
Listed on 2026-06-04
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Finance & Banking
Financial Sales
Financial Services Representative - State Farm Agent Team Member
Full Time in Waco, TX
Benefits- 401(k) matching
- Bonus based on performance
- Company parties
- Competitive salary
- Flexible schedule
- Paid time off
- Training & development
As a Financial Service Account Manager with Traci Plemons 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, retirement planning and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
- 3+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 7 and 63 licenses preferred.
Compensation $55,000.00 - $ per year
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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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