Insurance and Financial Services Representative

2 days ago


Frisco, Texas, United States Gene Wolfgram - State Farm Agent Full time
Responsive Recruiter

Are you a motivated and customer-focused individual looking for a career opportunity? Do you enjoy working with the public and building strong relationships? If so, we may have the perfect fit for you.

Position Overview

As a State Farm Agent Team Member, you will play a key role in helping our customers achieve their goals and protecting their assets. You will be responsible for establishing customer relationships, following up with customers as needed, and using a customer-focused approach to educate customers about insurance options.

Responsibilities
  • Develop leads, schedule appointments, and identify customer needs to market appropriate products and services.
  • Establish and maintain strong customer relationships through regular follow-up and communication.
  • Use a customer-focused approach to educate customers about insurance options and develop leads.
  • Work collaboratively with the team to achieve sales and customer service goals.
Benefits
  • Simple IRA
  • Hourly pay plus commission/bonus
  • Health benefits
  • Paid time off (vacation and personal/sick days)
  • Flexible hours
  • Growth potential/Opportunity for advancement within the agency
  • Hiring Bonus
Requirements
  • Interest in marketing products and services based on customer needs
  • Excellent communication skills - written, verbal, and listening
  • People-oriented
  • Detail-oriented
  • Proactive in problem-solving
  • Able to learn computer functions
  • Ability to work in a team environment

If you are motivated to succeed and can see yourself in this role, we encourage you to apply. We will follow up with you on the next steps in the interview process.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.

Compensation: $60,000.00 - $100,000.00 per year

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers.

About Our Agency

  • Our office is located in Frisco, TX.
  • We are a second-generation State Farm agent.
  • Additional languages spoken: Spanish.

If you want a career, not a job, then we encourage you to apply.



  • Frisco, Texas, United States Gene Wolfgram - State Farm Agent Full time

    Insurance and Financial Services RepresentativeWe are seeking a highly motivated and customer-focused Insurance and Financial Services Representative to join our team at Gene Wolfgram - State Farm Agent. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, identifying their insurance...


  • Frisco, Texas, United States Symmetry Financial Group -Simple Solutions Financial Services LL Full time

    About the RoleWe are seeking highly motivated and independent individuals to join our Mortgage Protection team at Simple Solutions Financial Services. As a key member of our team, you will play a crucial role in helping American families protect their largest asset: the ability to make an income.Our team members enjoy a competitive edge in the industry...


  • Frisco, Texas, United States Scott Samuel - State Farm Agent Full time

    ROLE DESCRIPTION:As a Financial Representative with Scott Samuel - State Farm Agent, you will successfully market 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...


  • Frisco, Texas, United States Bronson Kinkade Consulting Full time

    Unlock Your Earning PotentialAt Bronson Kinkade Consulting, we're expanding our team of experienced agents who can help individuals achieve their financial goals. As a Financial Services Representative, you'll have the opportunity to introduce a range of financial products, including Indexed Universal Life (IUL), annuities, life insurance, and more.Why...


  • Frisco, Texas, United States State Farm Insurance Full time

    Insurance Services RepresentativeAt State Farm Insurance, we're seeking a highly skilled Insurance Services Representative to join our team. As a key member of our office, you'll play a vital role in providing exceptional customer service and support.Key Responsibilities:Assist customers with their insurance needs, providing personalized support and...


  • Frisco, Texas, United States LPL Financial Full time

    Unlock Your Potential as a Financial AdvisorAt LPL Financial, we're committed to helping you succeed in your career as a Financial Advisor. Our partnership with Farmers Bank and Trust offers a unique opportunity to grow your business and help clients achieve their financial goals.Key Benefits:Access to a comprehensive menu of financial servicesOpportunity to...


  • Frisco, Texas, United States Amica Insurance Full time

    Customer Service Representative - Claims (Total Loss)Amica Insurance is seeking a Customer Service Representative to join our team in the Claims department. As a Customer Service Representative, you will be responsible for assisting customers with our claims process related to total losses.Key Responsibilities:Provide exceptional customer service to...


  • Frisco, Texas, United States State Farm Insurance Full time

    Job Title: Account AssociateAt State Farm Insurance, we're looking for a skilled and customer-focused individual to join our team as an Account Associate. In this role, you'll play a vital part in providing exceptional service to our customers, ensuring their insurance needs are met with accuracy and timeliness.Key Responsibilities:Process policy changes and...


  • Frisco, Texas, United States Scott Samuel - State Farm Agent Full time

    Job OverviewAs a vital member of the Scott Samuel - State Farm Agent team, you will play a key role in our daily business operations and customer success. Your primary responsibility will be to develop and maintain client relationships in insurance and financial services, providing comprehensive financial planning and insurance advice to our customers.Key...


  • Frisco, Texas, United States Teachers Insurance and Annuity Association - TIAA Full time

    Key ResponsibilitiesEstablishes rapport with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning.Key SkillsUnderstands participant needs and outlines appropriate solutions leveraging TIAA products and services.Provides expert guidance on financial planning and wealth management.Collaborates...


  • Frisco, Texas, United States Teachers Insurance and Annuity Association - TIAA Full time

    Key ResponsibilitiesEstablishes rapport with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning.Key SkillsUnderstands participant needs and outlines appropriate solutions leveraging TIAA products and services.Provides expert guidance on financial planning and wealth management.Collaborates...


  • Frisco, Texas, United States Scott Samuel - State Farm Agent Full time

    Job OverviewAs a vital member of the Scott Samuel - State Farm Agent team, you will play a key role in our daily business operations and customer success. Your primary responsibility will be to grow our agency through meaningful client relationships and acting as a liaison between customer needs and agency departments. You will improve the lives of our...


  • Frisco, Texas, United States The WRS Group - Symmetry Financial Full time

    Job OpportunityWe are seeking highly motivated sales professionals to join our team at The WRS Group - Symmetry Financial. As a financial services agency partnered with Symmetry Financial Group, we serve clients nationwide in the areas of mortgage protection life insurance, whole life, term life, accidental coverage, and retirement planning strategies.Our...


  • Frisco, Texas, United States New York Life Insurance Company Full time

    Financial Advisor Job DescriptionWe are seeking a skilled Financial Advisor to join our team at New York Life Insurance Company. As a Financial Advisor, you will play a critical role in helping clients achieve their financial goals and objectives.Key Responsibilities:Determine clients' financial situations, goals, and objectives to develop personalized...


  • Frisco, Texas, United States LPL Financial Holdings, Inc. Full time

    Financial Advisor Opportunity at Farmers Bank and TrustAs a Financial Advisor associated with LPL Financial, you will join the Investment Program at Farmers Bank and Trust in Prosper, TX. This role offers a unique opportunity to grow your career and business, helping individuals and families achieve their financial goals.Key Responsibilities:Service an...


  • Frisco, Texas, United States New York Life Insurance Company Full time

    Financial Advisor Job DescriptionWe are seeking a skilled and motivated Financial Advisor to join our team at New York Life Insurance Company. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Determine clients' financial situations, goals, and objectives to develop...


  • Frisco, Texas, United States New York Life Insurance Company Full time

    Join Our Team as a Financial AdvisorWe are seeking a highly skilled and motivated Financial Advisor to join our team at New York Life Insurance Company. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.About the RoleThe ideal candidate will have a strong understanding of financial...


  • Frisco, Texas, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorAt LPL Financial, we're committed to helping you succeed in your career as a Financial Advisor. Our partnership with Farmers Bank and Trust offers a unique opportunity to grow your business and help clients achieve their financial goals.Key Benefits:Access to a comprehensive menu of financial servicesOpportunity to...


  • Frisco, Texas, United States Rafael Parker - State Farm Agent Full time

    About Our AgencyWe are a dynamic and growing insurance and financial services agency, passionate about making a positive impact in the lives of our customers and the community. Our team is dedicated to providing exceptional service and expertise to help individuals and businesses achieve their goals.Job SummaryWe are seeking a highly motivated and organized...


  • Frisco, Texas, United States Scott Samuel - State Farm Agent Full time

    ROLE DESCRIPTION:Scott Samuel - State Farm Agent is seeking a highly motivated and results-driven Producer who can identify opportunities and strategically convert leads into long-lasting customer relationships. As our Insurance Account Representative, your expertise in insurance products and industry trends enables you to communicate effectively with...