Posted August 01, 2026
Financial Services Representative - State Farm Agent Team Member
Greg Meyer - State Farm Agent
Leander, TX, US
Full Time
45000USD - 65000USD per year
Job Description
Job Description
Benefits:
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Greg Meyer - 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:
- Health insurance
- Opportunity for advancement
- Paid time off
- Profit sharing
- Training & development
- 401(k) matching
- Bonus based on performance
- Competitive salary
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Greg Meyer - 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.
- Maintain compliance with financial regulations.
- 3+ years of experience in financial services.
- Analytical and communication skills.
- Series 6/63/65 or SIE licenses preferred.
- SIE, Series 6/63/65, and other relevant certifications.
