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Financial Services Representative - State Farm Agent Team Member

Lauren Gilbert - State Farm Agent

Vidor, TX

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JOB DETAILS
SKILLS
Analysis Skills, Communication Skills, Consulting, Customer Relations, Customer Support/Service, Customer Training, Exceeded Sales Goal, Financial Planning, Financial Regulations, Financial Services, Investment Management, Licensing, Maintain Compliance, Multitasking, Options Analysis, Product Marketing, Regulatory Compliance, Reimbursement, Risk Management, Sales, Series 63, Team Building, Team Lead/Manager, Training/Teaching
LOCATION
Vidor, TX
POSTED
30+ days ago
Benefits:
  • Competitive salary
  • Flexible schedule
  • Training & development
  • 401(k)
  • Bonus based on performance
  • Opportunity for advancement
  • Paid time off

ABOUT OUR AGENCY:
Our agency opened in 2015 and is a close-knit team of four focused on growth, performance, and strong customer relationships. I’ve been with State Farm since 2009, starting as a team member, and bring a strong background in financial services into how we serve our customers.

I’m based in Louisiana and a proud parent of four, with a strong focus on both family and building a successful team. We stay actively involved in the community through Rotary, Chambers of Commerce, and local sponsorships.

For our team, we offer PTO, a 401(k), reimbursement for licensing costs, and a strong focus on work-life balance.

Our office culture is hands-on, goal-oriented, and supportive. We provide structured training and guidance to help team members succeed. We’re looking for someone who is loyal, self-sufficient, and driven - someone who is smart, motivated, and ready to push themselves to exceed goals while growing with the team.

ROLE DESCRIPTION:
As a Financial Services Rep with Lauren Gilbert State Farm, 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.
  • Maintain compliance with financial regulations.
QUALIFICATIONS:
  • Analytical and communication skills.
  • FINRA Series 63 licenses preferred.
  • Goal-oriented and motivated by achieving measurable results.
  • Ability to manage multiple priorities and work effectively in a fast-paced environment.

About the Company

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Lauren Gilbert - State Farm Agent