Financial Representative Jobs in Texas
Financial Representative jobs in Texas are concentrated in Houston, Dallas, and Austin, where major insurers, wealth management firms, and financial services companies maintain large operations and hire across client-facing and advisory specialties. Northwestern Mutual, New York Life, and Fidelity Investments all have established Texas presences and recruit financial representatives consistently, with openings ranging from entry-level client associates to senior wealth advisors. The most in-demand specialties include life and annuity sales, retirement planning, and investment advisory services. Find a role that fits below and apply directly.
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We’re seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you’ll step in where you’re most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you’re a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go.
The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance.
Hourly Pay: $15 - $17
What You’ll Do:
- Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions.
- Guide customers toward upward credit mobility through responsible financial choices.
- Deliver top-tier customer service by assisting with questions, concerns, and available products.
- Process and prepare loan applications, documents, and renewals accurately.
- Take and process customer payments.
- Prepare and execute loan closings on current and renewal loans.
- Balance assigned cash drawer daily and ensure all transactions are accurate.
- Complete daily branch bank deposits and, as needed, transport funds to and from the bank.
- Maintain strong customer relationships and represent the company’s values in every branch supported.
- Collaborate with Branch Managers and team members to meet performance goals.
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Other duties include but are not limited to:
- Calling approved and unmade applications to close loans daily.
- Supporting tax services and helping build tax clientele.
- Sending complete and accurate credit denial letters within 30 days from the date of application.
- Paying branch expenses as instructed by the Branch Manager.
Travel Requirements & Coverage Area:
- Reliable transportation for daily travel to assigned branches and bank deposits.
- Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager.
- Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable.
- Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting.
Experience That Will WOW Us!
- Demonstrated self-confidence, organization, and adaptability.
- A history of kindness, compassion, and helping others succeed.
- A mindset focused on quality, problem-solving, and openness to new ideas.
- Team-oriented approach – willing to pitch in, learn, and lead by example.
- Basic computer proficiency and comfort learning new systems.
- Valid driver’s license and access to a dependable vehicle.
Why World?
- Growth-minded culture: 80% of our Financial Services Representatives are promoted to management.
- Proven career paths: 75% of our Operations Executives began in similar roles.
- Community connection: Paid volunteer hours each year to give back.
- Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days.
- Work-life balance: Paid holidays, vacation time, and 401(k) with company match.
- Belonging & purpose: Join a team built on respect, collaboration, and genuine care.
- Be home for dinner: Your life outside of work is a priority.
- Make an impact: Help customers build stronger financial futures every day.
Who Is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we’re proud to be the financial partner with heart — offering customer-focused service rooted in teamwork, community, and care.
Physical Demands and Working Conditions:
- Frequently stationary with regular movement throughout office environments.
- Occasional climbing, kneeling, bending, twisting, and reaching.
- Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force.
- Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
- Fast-paced, high-demand environment requiring professionalism and adaptability.
- Frequent travel to branch locations; may include extended hours, evenings, or weekends.
- Standard indoor office settings with typical noise, lighting, and temperature.
- Frequent customer and coworker interaction; must communicate clearly and professionally.
- Regular, reliable attendance and punctuality are essential.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. The duties listed are the essential functions of this position. Reasonable accommodations may be made unless they create an undue hardship to the Company. Physical and environmental requirements are representative of those needed to successfully perform the job.
See All 99 Financial Representative Jobs in Texas
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Find Financial Representative JobsFinancial Representative Jobs by City in Texas
Where Texas roles are concentrated, by current openings.
Financial Representative Job Market in Texas
A snapshot from current Texas openings, updated as new roles post.
Who's Hiring
- World Finance19

- Northwestern Mutual17

- State Farm13

- Attain Finance4

- Heights Finance4

Top Industries Hiring
- Insurance
- Healthcare & Medical Services
- Banking & Financial Services
What Texas Employers Look For
The qualifications that appear most often in financial representative jobs across Texas.
- Active FINRA Series 6 or Series 7 license, or willingness to obtain one
- State of Texas life and health insurance license issued by the Texas Department of Insurance
- Bachelor's degree in finance, business, economics, or a related field
- Demonstrated ability to build and manage a client book or referral network
- Proficiency with CRM software and financial planning or portfolio management tools
- Strong communication skills and the ability to explain complex financial products clearly
Financial Representative Jobs in Texas: Frequently Asked Questions
How do you become a financial representative in Texas?
To become a financial representative in Texas, you typically need a bachelor's degree in finance, business, or economics, followed by state-specific licensing. Most roles require a Texas life and health insurance license issued through the Texas Department of Insurance and a FINRA securities license such as the Series 6 or Series 7, obtained by passing the relevant exams. Many employers sponsor new hires through the licensing process before or shortly after their start date.
Which companies hire financial representatives in Texas?
Employers hiring financial representatives in Texas right now include World Finance, Northwestern Mutual, and State Farm, based on current listings on Migrate Mate as of September 2026. Texas's large population and growing base of retirees and high-net-worth households make it one of the most active markets for financial services hiring in the country.
Which Texas cities have the most financial representative jobs?
Houston, Austin, and San Antonio have the most financial representative openings in Texas. Houston's energy-sector wealth and large corporate headquarters drive strong demand there, while Dallas anchors the state's financial services corridor and Austin's rapid tech-industry growth has created a younger, investment-focused client base that regional and national firms are actively staffing to serve.
Are there remote financial representative jobs in Texas?
Yes, but they are less common than in purely desk-based fields, since financial representative roles often involve in-person client relationship building. About 63% of financial representative openings tied to Texas are remote or hybrid as of September 2026, with virtual options most frequently found in financial planning support, insurance sales, and fee-based advisory roles where client meetings can happen over video conference.
How can I get hired as a financial representative in Texas with little or no experience?
The most realistic entry path is joining a large insurer or wirehouse firm through a structured training program, which covers both licensing prep and sales fundamentals. Northwestern Mutual, New York Life, and Edward Jones all run associate or financial representative development programs in their Texas offices that are designed for candidates without prior experience. Obtaining your Texas Department of Insurance life and health license before applying gives you a clear advantage, and roles like client service associate or financial services associate at regional banks and credit unions are common stepping stones into a full representative position.
Where can I find and apply to financial representative jobs in Texas?
You can find and apply to financial representative jobs in Texas on Migrate Mate, which lists current openings across the state. Find the roles that fit your background and apply directly to the ones that match.
See All 99 Financial Representative Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Financial Representative Jobs