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Financial Services Representative - State Farm Agent Team Member

State Farm Agent, Austin, TX, United States


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‑mindful 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.

Benefits

Life Insurance

Group Retirement

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Health insurance

Paid time off

Vision insurance

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

My Team’s Mission Is To Help People Manage The Risks Of Everyday Life, Recover From The Unexpected And Realize Their Dreams. We Are Located In Austin, TX And Help Customers With Their Insurance And Financial Services Needs, Including

Auto insurance

Home insurance

Life insurance

Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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