Financial Services Representative - State Farm Agent Team Member

Ron Mathai - State Farm Agent

  • Irving, TX
  • 5 days ago
  • Full-time

Highlights

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ron Mathai - State Farm Agent, you will successfully market the financial products that manage everyday risks. ABOUT OUR AGENCY: Our Agency has been proudly serving the community since August 2015, and our team of 10 (and counting!) is passionate about making a difference while enjoying a fulfilling and dynamic work environment.

Numbers & Facts

LocationIrving, TX
Job TypeFull-time

Description

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

ABOUT OUR AGENCY:
Our Agency has been proudly serving the community since August 2015, and our team of 10 (and counting!) is passionate about making a difference while enjoying a fulfilling and dynamic work environment. We believe in creating opportunities for growth and rewarding hard work with generous benefits, including retirement plans, comprehensive health insurance, paid time off, and monthly, quarterly, and annual bonuses. To keep things exciting, we also host weekly prize opportunities and team-building events.


As a proud graduate of Texas A&M University, Ron brings commitment to excellence into every aspect of the entire agency. His dedication to community involvement is reflected in my roles on the Advisory Council for the Salvation Army, the Irving Sunrise Rotary Club, and the Board of Directors for the City of Irving. He has also been honored as an Irving Rising Star and recognized for leadership by the World Malayalee Council of DFW Province.


In our office, our team lives by our core values: integrity, ownership, humility, teamwork, positivity, excellence, growth, and a touch of awesomeness. These principles guide everything we do, fostering a supportive and collaborative atmosphere where team members thrive.


If you’re ready to join a fun and inspiring environment where your contributions are valued, we’d love to welcome you to our growing team!


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

RESPONSIBILITIES:
  • Present life insurance and other financial services products with customers.
  • Conduct policy reviews and recommend appropriate products based on the customers' needs.
  • Ability to present themselves professionally in virtual meetings to our customers.
QUALIFICATIONS:
  • 1+ years of experience in banking, credit union, or financial services.
  • Analytical and communication skills.
  • Must be able to attain (or have) Life Insurance license prior to hire date

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