Financial Services Representative - State Farm Agent Team Member

Kathy Wall - State Farm Agent

Dallas, TX

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JOB DETAILS

SKILLS

Analysis Skills, Communication Skills, Consulting, Customer Relations, Customer Training, Financial Planning, Financial Services, Health Insurance, Investment Management, Leadership, Mentoring, Needs Assessment, People Management, Problem Solving Skills, Regulatory Compliance, Reimbursement, Revenue Growth, Sales, Series 7, Training/Teaching

LOCATION

Dallas, TX

POSTED

30+ days ago

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!

Financial Services Representative - State Farm Agent Team Member

Kathy Wall - State Farm Agent

Dallas, TX

About the Company

Kathy Wall - State Farm Agent

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