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Financial Services Representative – State Farm Agent Team Member

Raymond Scott - State Farm Agent

Dallas, TX

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JOB DETAILS
SKILLS
Analysis Skills, Calendar Management, Call Centers, Communication Skills, Consultative Sales, Customer Relations, Customer Relationship Management (CRM), Customer Training, Dental Insurance, Detail Oriented, Economics, Farm Management, Finance, Financial Planning, Financial Services, Funding, Health Insurance, Health Maintenance Organization (HMO), Illustrating Ability, Insurance, Insurance Sales, Investment Services, Licensing, Marketing, Microsoft Office, Mutual Funds, Order Processing, Organizational Skills, Problem Solving Skills, Proposal Writing, Record Keeping, Records Management, Regulatory Requirements, Sales, Sales Pipeline, Securities Investments, Securities Law, Series 6, Series 63, Series 65, Series 7, State Laws and Regulations, Talent Management, Training/Teaching, Underwriting, Variable Annuities, Vision Plan
LOCATION
Dallas, TX
POSTED
30+ days ago
Benefits:
  • 401(k)
  • Bonus based on performance
  • 401(k) matching
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance

ROLE DESCRIPTION
As a Financial Services Representative – State Farm Agent Team Member with Raymond Scott - State Farm Agent, we're looking for a driven, people-first professional who wants to build a meaningful career helping families protect what matters most and grow their wealth. This isn't an order-taking role — it's a consultative position where you'll use a needs-based approach to uncover coverage gaps, recommend the right solutions, and guide customers through some of the most important financial decisions of their lives.

You'll join Raymond Scott - State Farm Agent, a top-performing State Farm agency that invests in its people. If you have the drive, we'll invest in your growth — including sponsoring your training and licensing for securities and investment advisory credentials so you can expand into comprehensive financial planning.

WHAT YOU'LL DO
• Conduct thorough, needs-based financial reviews to identify coverage gaps and recommend appropriate Life, Health, and financial products.
• Educate customers on their options — not just sell them a policy. Help them understand the "why" behind every recommendation.
• Develop and manage a pipeline of prospects through outbound calls, referrals, networking, digital leads, and community engagement.
• Partner with the agent to set and exceed marketing and production goals across Life, Health, and investment product lines.
• Schedule and conduct appointments, prepare illustrations and proposals, and guide customers through the application process.
• Stay current on product offerings, underwriting guidelines, and regulatory requirements.
• Maintain accurate records in agency management systems and follow up with clients throughout the policy lifecycle.
• Provide exceptional service that earns referrals, five-star reviews, and long-term client relationships.

LICENSING & CAREER GROWTH PATH
Required at Hire:
• Active Texas Life, Accident & Health, and HMO license
• Active Texas Property & Casualty license

PAID TRAINING
• Series 6 — Mutual funds, variable annuities, and UITs (investment company products sold through State Farm VP Management Corp)
• Series 63 — State securities law exam (required companion to Series 6 for state registration)
• Series 65 — Investment Adviser Representative (fee-based financial planning and advisory services)

Already Series 7 Licensed?
Have an active Series 7 (General Securities Representative), we'll sponsor your Series 66 (combines Series 63 + 65) to complete your advisory credentials.

QUALIFICATIONS
• Active Texas Life, Accident & Health, HMO, and Property & Casualty licenses (non-negotiable).
• 1–3+ years of experience in insurance sales, financial services, or a related consultative sales role preferred.
• A genuine interest in helping people — you lead with empathy and earn trust before you earn a sale.
• Strong communication skills: you can explain complex financial concepts in plain language.
• Self-motivated with a proven ability to prospect, build pipeline, and close.
• Analytical mindset — comfortable working with financial illustrations, coverage analysis, and needs-based recommendations.
• Organized, detail-oriented, and able to manage multiple client relationships simultaneously.
• Proficiency with Microsoft Office and comfort learning agency-specific technology platforms.
• Bachelor's degree in finance, economics, business, or a related field is a plus but not required — we value hustle and aptitude.

BENEFITS
• Competitive base salary plus uncapped commission and performance bonuses
• Paid training and full sponsorship for Series 6, 63, and 65 licensing exams
• Paid time off — vacation, personal days, and sick leave
• Health insurance benefits
• Profit sharing
• Clear advancement path: grow from insurance specialist to licensed financial advisor within the agency
• Supportive, team-oriented culture that celebrates wins and invests in professional development

WHY THIS AGENCY
You're not joining a call center. You're joining Raymond Scott - State Farm Agent — a top-tier State Farm agency with a track record of developing talent and a genuine commitment to needs-based, customer-first selling. We believe the best financial professionals are built, not found — and we put our money where our mouth is by investing in your licensing, training, and career trajectory.

If you're ready to do work that matters, serve your community, and build a career with real upward mobility — apply today.

About the Company

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Raymond Scott - State Farm Agent

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