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Financial Services Representative Farm Agent jobs in Texas

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FINANCIAL SERVICES REPRESENTATIVE

Schedule meetings with prospective clients to discuss their financial needs and goals. Collect pertinent client information to provide financial products and services that align with clients' financial situations and risk appetite...

CompanyAflac
AddressHouston, TX
CategoryAccounting/Finance
Salary$75,000 - $100,000 a year
Job typeFull-time
Date Posted 6 hours ago See detail

Financial Services Representative New

Aflac

Houston, TX

$75,000 - $100,000 a year

Schedule meetings with prospective clients to discuss their financial needs and goals. Collect pertinent client information to provide financial products and services that align with clients' financial situations and risk appetite...

6 hours ago seen See more...

Insurance and Financial Services Position - State Farm Agent Team Member

Henry Phan - State Farm Agent

Missouri City, TX

Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer nee...

3 weeks ago seen See more...

Customer Service Representative - State Farm Agent Team Member

Travis Davis - State Farm Agent

Houston, TX

Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer nee...

3 weeks ago seen See more...

Customer Service Representative - State Farm Agent Team Member

Brittnee Barnes - State Farm Agent

Beaumont, TX

Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer nee...

3 weeks ago seen See more...

Customer Service Representative - State Farm Agent Team Member

Lana Richards - State Farm Agent

Beaumont, TX

Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer nee...

3 weeks ago seen See more...

Customer Service Representative - State Farm Agent Team Member

Manuel Gomez Iii - State Farm Agent

Laredo, TX

Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer nee...

3 weeks ago seen See more...

Customer Service Representative - State Farm Agent Team Member

Jermaine Phillips - State Farm Agent

Houston, TX

Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer nee...

3 weeks ago seen See more...

Customer Service Representative - State Farm Agent Team Member

Lunnon George - State Farm Agent

Houston, TX

Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly Customer Service. Service can include responding to inquiries regarding insurance availability, eligibility, coverage...

3 weeks ago seen See more...

Financial Services Representative

Charles Schwab

Roanoke, TX

Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs. Previous customer service experience. Previous client relationship experience. Bachelor's degree or higher in Finance, Economics, or related fie...

3 days ago seen See more...

Financial Services Representative Overstaff

Wfc Limited Partnership

Irving, TX

This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is a...

a week ago seen See more...

Financial Services Representative

Wfc Limited Partnership

Austin, TX

This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is a...

a week ago seen See more...

Financial Services Representative

Wfc Limited Partnership

Silsbee, TX

This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is a...

a week ago seen See more...

Customer Service Representative - State Farm Agent Team Member

Mike Mcdonald - State Farm Agent

San Antonio, TX

$38,000 - $46,000 a year

Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer nee...

a month ago seen See more...

Customer Service Representative - State Farm Agent Team Member

David Peterson - State Farm Agent

Grand Prairie, TX

Establish customer relationships and follow up with customers, as needed. Work with the agent to establish and meet marketing goals. Maintain a strong work ethic with a total commitment to success each and every day. Salary plus c...

2 months ago seen See more...

Customer Service Representative - State Farm Agent Team Member

Joshua Bradburn - State Farm Agent

Carrollton, TX

$40,000 - $58,000 a year

Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer nee...

2 months ago seen See more...

Customer Service Representative - State Farm Agent Team Member

Amabilia Esparza - State Farm Agent

Dallas, TX

$37.3K - $47.2K a year

401(k) matching. Bonus based on performance. Opportunity for advancement. Paid time off. Training & development. Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly cust...

2 months ago seen See more...

Customer Service Representative - State Farm Agent Team Member

Austen Hill - State Farm Agent

New Braunfels, TX

Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer nee...

2 months ago seen See more...

Customer Service Representative - State Farm Agent Team Member

Tim Tobey - State Farm Agent

Midlothian, TX

401(k) matching. Bonus based on performance. Competitive salary. Opportunity for advancement. Paid time off. Training & development. Establish customer relationships and follow up with customers as needed. Provide prompt, accurate...

2 months ago seen See more...

Customer Service Representative - State Farm Agent Team Member

Lorena Mello - State Farm Agent

Eagle Pass, TX

Paid time off. Establish customer relationships and follow up with customers as needed. Provide prompt, accurate, and friendly Customer Service. Use exemplary communication to efficiently meet the needs of customers while promotin...

2 months ago seen See more...

Insurance and Financial Services Position - State Farm Agent Team Member

Sam Pridgeon - State Farm Agent

Dallas, TX

$35,000 - $70,000 a year

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Maintain a strong work ethic with a total commitment to succes...

2 months ago seen See more...

Customer Service Representative - State Farm Agent Team Member

Garrett Spegar - State Farm Agent

Roanoke, TX

$15 - $25 an hour

Bonus based on performance. Flexible schedule. Opportunity for advancement. Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly Customer Service. Service can include res...

2 months ago seen See more...

Customer Service Representative - State Farm Agent Team Member

Nichole Guajardo - State Farm Agent

Temple, TX

$35,000 - $65,000 a year

If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.Responsibilities:Establish...

2 months ago seen See more...

Account Representative - State Farm Agent Team Member

Chris Prather - State Farm Agent

Lubbock, TX

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer...

3 weeks ago seen See more...

Account Representative - State Farm Agent Team Member

Steven Smith - State Farm Agent

Katy, TX

Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer nee...

3 weeks ago seen See more...

Marketing Representative - State Farm Agent Team Member

Tyler Landry - State Farm Agent

League City, TX

Bonus based on performance. Dental insurance. Health insurance. Opportunity for advancement. Paid time off. Training & development. Vision insurance. Hourly pay plus commission/bonus. Health benefits. Paid time off (vacation and p...

3 weeks ago seen See more...

Customer Relations Representative - State Farm Agent Team Member

Jamie Smith - State Farm Agent

Amarillo, TX

Establish Customer Relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer nee...

3 weeks ago seen See more...

Customer Relations Representative - State Farm Agent Team Member

Eric Albora - State Farm Agent

Houston, TX

Establish Customer Relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer nee...

3 weeks ago seen See more...

Insurance Account Representative - State Farm Agent Team Member

Ken Ross - State Farm Agent

La Marque, TX

Bonus based on performance. Competitive salary. Flexible schedule. Opportunity for advancement. Paid time off. Training & development. Develop leads, schedule appointments, identify customer needs, and market appropriate products...

3 weeks ago seen See more...

Customer Relations Representative - State Farm Agent Team Member

Doris Roberts - State Farm Agent

Houston, TX

Establish Customer Relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer nee...

3 weeks ago seen See more...

Office Representative - State Farm Agent Team Member

Lana Richards - State Farm Agent

Beaumont, TX

Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer nee...

3 weeks ago seen See more...

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