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Financial Services Representative - State Farm Agent Team Member

Tedrocks, Austin, TX, United States


Financial Services Representative - State Farm Agent Team Member Full Time in Austin - TX

Compensation $50,000.00 - $100,000.00 per year

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.

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