Financial Services Representative - State Farm Agent Team Member

Ron Mathai - State Farm Agent

Irving, TX

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JOB DETAILS

SKILLS

Analysis Skills, Banking Services, Communication Skills, Consulting, Credit Union, Customer Support/Service, Customer Training, Financial Planning, Financial Services, Health Insurance, Investment Management, Leadership, Options Analysis, Presentation/Verbal Skills, Product Marketing, Risk Management, Sales, Series 7, Team Player, Training/Teaching

LOCATION

Irving, TX

POSTED

30+ days ago

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 12 (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:

Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
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.
FINRA Series 7 and 63 licenses preferred but not required.

Financial Services Representative - State Farm Agent Team Member

Ron Mathai - State Farm Agent

Irving, TX

About the Company

Ron Mathai - State Farm Agent

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