State Farm Agent · 4 months ago
Financial Services Representative - State Farm Agent Team Member
San Antonio, TX
Full-time
Onsite
Entry, Mid Level
$60K/yr - $80K/yrState Farm Agent is an established agency looking for a Financial Services Representative to join their team. The role involves marketing financial products, consulting customers on financial planning, and maintaining compliance with financial regulations.
Auto InsuranceFinanceFinancial ServicesHealth InsuranceInsuranceLife Insurance
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
Qualification
Required
Analytical and communication skills
Preferred
Experience in financial services preferred
FINRA Series 7 and 63 licenses preferred
Benefits
Simple IRA
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Company
State Farm Agent
At State Farm®, our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Founded in 1922
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Fawad Ahmad
SVP - Digital & Customer Experience and Chief Digital Officer
Recent News
2026-01-17
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
Company data provided by crunchbase