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Financial Services Representative - State Farm Agent Team Member

Full Time in Dallas - TX

Responsive recruiter
Replies within 24 hours
Benefits
  • Licensed reimbursement
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
WHY JOIN US Join a top-performing, established State Farm agency led by Kathy Wall, a 33-year industry veteran with Chairman’s Circle recognition, Crystal Excellence, and decades of national travel awards.
You’ll be part of a tenured, high-performing team (10–20 years average tenure) that values mentorship, stability, and long-term career growth. If you’re looking for a place where you can build real client relationships and grow your financial services career, this is it.
ROLE DESCRIPTION
As a Financial Services Sales Representative with Kathy Wall State Farm, you’ll take a consultative approach to helping clients protect and grow their financial future. You’ll work closely with individuals and families to assess needs, provide guidance, and recommend tailored financial solutions.
WHAT YOU’LL DO
  • Consult with clients on financial planning and investment options
  • Conduct in-depth financial reviews and recommend appropriate solutions
  • Assist with portfolio management and asset allocation
  • Educate clients on financial products in a clear, relatable way
  • Ensure all recommendations meet compliance standards
  • Build long-term relationships that drive retention and referrals
WHAT WE’RE LOOKING FOR
  • 3+ years of experience in financial services or financial sales
  • Strong analytical and communication skills
  • FINRA Series 7 & 63 licenses
  • A consultative, relationship-driven sales approach
  • Self-motivated with a strong desire to grow and succeed
WHAT SETS US APART
  • 33 years of trusted presence in the Dallas community
  • Award-winning agency with proven success
  • Stable, long-tenured team and strong leadership support
  • Opportunity to work with a diverse client base, from young professionals to established families
  • Passionate leadership focused on mentorship and development
SCHEDULE
Monday – Friday | 8:00 AM – 5:00 PM
APPLY TODAY
If you’re a driven financial services professional looking to grow with a respected, high-performing agency, we’d love to connect.It's our commitment to you to review all applications and respond within 48 hours!
Compensation $60,000.00 - $100,000.00 per year
Apply Now 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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