Financial Account Representative – State Farm Agent Team Member

David Turnage - State Farm Agent
  • Magnolia, TX
  • Full-time
30+ days ago

Job Description

Benefits:
  • Bonus based on performance
  • Company parties
  • Competitive salary
  • Health insurance
  • Paid time off
  • Training & development
  • Opportunity for advancement
  • Wellness resources
  • 401(k) matching

Financial Account Representative – The Money Guide with a Smile

 Our Financial Account Representatives are part teacher, part problem-solver, and part superhero—helping customers make smart financial choices while keeping things simple and stress-free.


 
What You’ll Do:


  • Be the go-to guide for customers when it comes to accounts, policies, and financial products.
  • Translate complicated insurance stuff into plain English.
  • Walk customers through options so they feel in control of their future.
  • Help keep accounts accurate, up-to-date, and humming like a well-oiled machine.
  • Team up with the rest of the DTSF crew to make sure every customer feels valued and cared for
 
Why You’ll Love It:


  • You get to make a real impact on people’s lives—helping them protect what matters and plan ahead.
  • You’ll sharpen your financial knowledge every day (and maybe even become the family go-to for money advice).
  • Every conversation is different—no cookie-cutter days here
  • You’ll be part of a fun, supportive team that celebrates both financial wins and office wins.
  
What We’re Looking For:


  • A people-person who’s comfortable talking about money in a friendly, approachable way.
  • Organized and detail-oriented (you notice the decimal that’s out of place).
  • A problem-solver who loves finding the right solution for each customer.
  • Positive energy and a “let’s make this work” attitude.
  


Think of it this way: You’re not just working with accounts—you’re helping people write their financial success stories.

Numbers & Facts

LocationMagnolia, TX
Job TypeFull-time

Skills

  • Customer Support/Serviceunmatched
  • Detail Orientedunmatched
  • English Languageunmatched
  • Financial Policiesunmatched
  • Financial Servicesunmatched
  • Health Insuranceunmatched
  • Insuranceunmatched
  • Organizational Skillsunmatched
  • Problem Solving Skillsunmatched
  • Training/Teachingunmatched

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