Financial Services Representative - State Farm Agent Team Member
Tedheaton, Austin, TX, United States
Benefits
Life Insurance
Group Retirement
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.
#J-18808-Ljbffr
Life Insurance
Group Retirement
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.
#J-18808-Ljbffr