Financial Services Representative - State Farm Agent Team Member

Chris Tulloch - State Farm Agent
  • Pearland, TX
  • Full-time
17 days ago

Job Description

Benefits:
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development

ABOUT OUR AGENCY:
Our agency opened in 2018 and has grown into a team of seven who work together in a supportive, family-oriented environment. Before becoming an agent, I worked in retail management, where I developed strong leadership skills and a passion for building high-performing teams.

I hold an M.B.A. from the University of Houston–Clear Lake and am married with a daughter. Outside of work, I enjoy spending time with family and friends, staying active with sports, and getting outdoors whenever possible.

Community involvement is very important to me. I serve as a board member for Keep Pearland Beautiful, volunteer with Pearland FFA and the Houston Livestock Show, and am a member of the Pearland Lion’s Club. Giving back and staying connected with the community we serve is a big part of who we are as an agency.

We offer life insurance benefits, a flexible schedule, structured training programs, team lunches, a 401(k), and a strong family-oriented environment where people support each other and grow together.

Our culture is collaborative and energetic. We’re looking for someone who is a self-starter, takes initiative, and brings a competitive mindset. If you’re motivated, team-oriented, and ready to grow in a supportive environment, this could be a great place to build your career.

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Chris Tulloch - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge 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.

RESPONSIBILITIES:
  • Consult customers on financial planning, investment options, and life/health insurance coverage.
  • Identify customer needs and present tailored insurance solutions.
  • Proactively generate and follow up on leads to drive new business.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.
QUALIFICATIONS:
  • Active Life & Health license (required or ability to obtain quickly)
  • FINRA Series 6/63/65 or 7 license preferred
  • Previous experience in financial services and/or insurance
  • Strong communication and analytical skills
  • Professional, trustworthy, and customer-focused demeanor

Numbers & Facts

LocationPearland, TX
Job TypeFull-time

Skills

  • Analysis Skillsunmatched
  • Communication Skillsunmatched
  • Consultingunmatched
  • Customer Relationsunmatched
  • Customer Trainingunmatched
  • Financial Planningunmatched
  • Financial Regulationsunmatched
  • Financial Servicesunmatched
  • Health Insuranceunmatched
  • Insuranceunmatched
  • Leadershipunmatched
  • Life Insuranceunmatched
  • Maintain Complianceunmatched
  • Needs Assessmentunmatched
  • Options Analysisunmatched
  • Product Marketingunmatched
  • Regulatory Complianceunmatched
  • Retail Managementunmatched
  • Risk Managementunmatched
  • Salesunmatched
  • Series 6unmatched
  • Sportsunmatched
  • Team Playerunmatched
  • Training/Teachingunmatched

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