Jobs · Finance · Texas

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

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