Top 15 Financial professional Jobs in Beaumont, Tx

Financial Services Representative - State Farm Agent Team Member
Lauren Gilbert - State Farm Agent —Vidor, TX
- $50,000 - $70,000 a year
- Full-time
- Office
- Analysis skills
- Communication skills
- 401(k)
- Paid time off
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Bankers Life —Beaumont, TX
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
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Financial Services Representative - State Farm Agent Team Member

Lauren Gilbert - State Farm Agent -
Vidor, TX

Quick Apply

Job Details

Full-time
$50,000 - $70,000 a year

Benefits

401(k)
Paid time off
Opportunities for advancement
Flexible schedule

Qualifications

Customer communication
Financial sales
Financial services customer support
Financial analysis
Analysis skills
Compliance management
Investment client management
Financial product expertise
Industry knowledge of financial regulations
Financial goal setting advisory services
Financial needs assessment
FINRA License
Experience practicing in the securities industry
Portfolio diversification strategy
Communication skills
Marketing
Consultative selling
Entry level
Series 63

Full Job Description

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.

Quick Apply

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financial professional jobs in beaumont, tx

Financial Services Representative - State Farm Agent Team Member

Financial Services Professional - Hybrid Remote (TX)

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