Financial Services Representative - State Farm Agent Team Member
$65,000–$110,000 year
On-siteHouston, Texas, United States
Houston, Texas, United StatesOn-siteFull Time$65,000–$110,000 yearEnterprise
Full TimeEnterprise
Job Summary
Consult customers with financial planning and investment options, assist with portfolio management and asset allocation, and conduct financial reviews to recommend appropriate products. Maintain strict compliance with financial regulations while leveraging analytical precision to educate clients on managing everyday risks. This role supports Lester Quiroa - State Farm Agent in successfully marketing financial products that reinforce a consultative sales approach.
Required Qualifications
- 3+ years of experience in financial services
- Analytical and communication skills
Desired Qualifications
- Series 6/63/65 or SIE licenses preferred
- SIE, Series 6/63/65, and other relevant certifications
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.