Financial Services Representative - State Farm Agent Team Member

Lester Quiroa - State Farm Agent
  • Houston, TX
  • Full-time
30+ days ago

Job Description

Benefits:
  • Bonus based on performance
  • Opportunity for advancement
  • Signing bonus

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Lester Quiroa - 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.

Our agency opened in 2025 and proudly serves customers throughout Texas, Oklahoma, and Louisiana. We are focused on growth, consistent performance, and delivering an exceptional customer experience. Before becoming a State Farm agent, I spent 10 years as a stockbroker on Wall Street, bringing financial experience, discipline, and a results-driven mindset to the agency.


As a proud Latino business owner, I am committed to serving and supporting the Latino community while bringing greater financial awareness to everyone. Our goal is to help individuals and families better understand their insurance and financial needs so they can make informed decisions and build a more secure future.


Our office is conveniently located near The Galleria mall, in Houston’s Tanglewood area. We are actively involved in the community through local Chambers of Commerce and are dedicated to building lasting relationships based on trust.


We offer paid time off, reimbursement for licensing expenses, growth within the office and a path to Agent Aspirant. We believe in a strong commitment to work-life balance. We also provide individual and team incentives, with bonus opportunities that reward performance and encourage collaboration.


Our office culture is positive, disciplined, and process-driven. We believe sustainable success comes from strong habits, the right mindset, and consistent effort. We’re looking for someone who is hungry for success, motivated to build a rewarding career, and excited to contribute to a growing agency. The ideal candidate is coachable, trustworthy, accountable, and team-oriented, with a positive attitude and a strong desire to grow in a high-performing environment.


 

RESPONSIBILITIES:
  • Sales in all P&C and Financial products.
  • Assist customers with portfolio management.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.
QUALIFICATIONS:
  • 1+ years of experience in Sales.
  • Analytical and communication skills.

Numbers & Facts

LocationHouston, TX
Job TypeFull-time

Skills

  • Analysis Skillsunmatched
  • Communication Skillsunmatched
  • Community Supportunmatched
  • Customer Experienceunmatched
  • Customer Support/Serviceunmatched
  • Customer Trainingunmatched
  • Financial Regulationsunmatched
  • Financial Servicesunmatched
  • Insuranceunmatched
  • Investment Managementunmatched
  • Maintain Complianceunmatched
  • Options Analysisunmatched
  • Product Marketingunmatched
  • Regulatory Complianceunmatched
  • Risk Managementunmatched
  • Salesunmatched
  • Team Playerunmatched
  • Trading/Stockbrokingunmatched

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