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Financial Services Representative - State Farm Agent Team Member

Chris Tulloch - State Farm Agent

Pearland, TX

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JOB DETAILS
SKILLS
Analysis Skills, Communication Skills, Consulting, Customer Relations, Customer Training, Financial Planning, Financial Regulations, Financial Services, Health Insurance, Insurance, Leadership, Life Insurance, Maintain Compliance, Needs Assessment, Options Analysis, Product Marketing, Regulatory Compliance, Retail Management, Risk Management, Sales, Series 6, Sports, Team Player, Training/Teaching
LOCATION
Pearland, TX
POSTED
30+ days ago
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

About the Company

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Chris Tulloch - State Farm Agent