Financial Services Representative - State Farm Agent Team Member
State Farm Agent · Austin, TX · 3 mo ago
Finance$50k–$100k/yrFull-time
Benefits
- Lifetime Insurance
- Group Retirement Plan
- Bonus based on performance
- Competitive Salary
- Dental Insurance
- Flexible Schedule
- Health Insurance
- Paid Time Off
- Vision Insurance
ROLE DESCRIPTION
As a Financial Services Rep with Ted Heaton 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
- 2+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 6 and 63 licenses required.
COMPENSATION
$50,000.00 - $100,000.00 per year