Financial Services RepresentativeEstablished State Farm agency is hiring a Licensed Financial Services Representative with active Series 65, 6, and/or 63 licenses. This role focuses on financial planning, investment-related services, insurance-based financial solutions, and long-term client relationship management. We are seeking a motivated, licensed professional with experience in financial services, investment sales, insurance sales, or wealth management who is passionate about helping clients build and protect their financial future.ResponsibilitiesProvide financial services guidance including retirement planning, investment-related products, and insurance-based financial solutionsDevelop and maintain long-term client relationshipsConduct financial needs analysis and recommend appropriate products and strategiesCross-sell financial services to existing insurance clientsGenerate new business through referrals, networking, and prospectingConduct policy reviews, account reviews, and financial planning discussionsMaintain compliance with all FINRA and state insurance regulationsMeet or exceed production, sales, and revenue goalsQualificationsActive Series 65, 6, and/or 63 license requiredProperty & Casualty and Life & Health licenses preferred or willingness to obtainExperience in financial services, investment sales, insurance sales, or wealth management preferredStrong consultative sales and relationship-building skillsKnowledge of retirement planning, annuities, mutual funds, or financial products a plusSelf-motivated, goal-oriented, and professionalStrong communication and client advisory skillsCompensation & BenefitsBase Salary plus Bonus plus CommissionPaid Time Off (vacation and personal/sick days)Health and Dental insuranceProfit Sharing401(k) RetirementCareer growth within the financial services and insurance industryAbout Us Our State Farm agency is committed to helping individuals, families, and small businesses protect and grow their financial future through personalized insurance and financial services.
We specialize in auto insurance, home insurance, life insurance, small business coverage, retirement planning, and financial services solutions. Our team is dedicated to providing clear guidance, personalized recommendations, and long-term client relationships built on trust and integrity. We serve a diverse community and proudly offer bilingual support (English and Spanish).
Our culture emphasizes professionalism, growth, and a strong customer-first approach.
Financial Services Representative in amarillo at Unknown Company
This position is listed as full time and onsite.