Financial Services Representative

Kathy Wall State Farm Agent in Dallas, onsite, offers a collaborative, growth-minded environment where clients receive education and trusted guidance to plan for the long term. This Financial Services Representative role provides a salary range of USD 55,000 to 100,000 per year, along with a comprehensive benefits package and clear opportunities for advancement within a client-focused, professional team.

Benefits

• Collaborative team culture
• License reimbursement
• Health coverage
• Paths for advancement
• Paid time off
• Training and ongoing development
• 401(k) plan
• 401(k) matching
• Performance-based bonus
• Competitive compensation

About the Opportunity

This role centers on applying your financial services background to guide clients through decision making and educate them on suitable options. You will contribute to a well-established Dallas agency focused on education, trust, and long-term client relationships, with an emphasis on needs-based conversations and customer education.

Why Join Kathy Wall State Farm

• Join a respected, established State Farm agency
• Work with a client-focused team that prioritizes trust, education, and lasting relationships
• Apply your financial services experience in a meaningful, relationship-driven setting
• Help clients make decisions that affect their financial future
• Be part of an agency committed to growth, service, and professional development

Ideal Candidate

The ideal candidate is consultative, analytical, and professional, confident discussing financial options with clients. They identify needs, make thoughtful recommendations, and build relationships that support both client outcomes and agency growth.

Responsibilities

• Lead comprehensive financial reviews to understand clients' goals, needs, and current financial picture
• Provide clear, compliant explanations of financial products and options
• Advise on financial planning, portfolio considerations, and asset allocation
• Recommend suitable products and solutions aligned with client objectives and agency guidelines
• Foster strong client relationships through proactive follow-up and ongoing service
• Collaborate with the agency team to uncover opportunities for deeper client support
• Maintain accurate records and adhere to applicable regulatory requirements
• Support agency growth through proactive conversations and customer-focused recommendations

Requirements

• Minimum of three years in financial services, banking, insurance, investment services, or a related field
• Solid understanding of financial products and a consultative sales approach
• FINRA Series 7 and Series 63 licenses preferred
• Excellent communication and relationship-building abilities
• Strong analytical skills and attention to detail
• Ability to explain complex financial topics in a simple, professional manner
• Sales-minded, goal-driven, and comfortable initiating proactive client conversations
• Professional demeanor with integrity and a strong commitment to compliance

Apply Today

If you bring financial services experience to a respected State Farm agency, submit your application to join Kathy Wall State Farm and advance your career in Dallas.