Financial Services Advisor — Portfolio & Life Planning

Yan Tung - State Farm Insurance Agent; Austin (TX); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Employee discounts

Free food & snacks

Health insurance

Paid time off

Training & development

Vision insurance

Job summary

Yan Yan Tung - State Farm Agent in Austin, TX seeks a Financial Services Representative to promote and educate clients on financial options and risk management. You will apply analytical insights to tailor recommendations and drive customer outcomes.

Join a team focused on helping clients manage investments, insurance needs, and overall financial well‑being with a consultative sales approach and strict adherence to regulations.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 65 and 63 licenses preferred.

Responsibilities

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Assist customers with life insurance needs review.
• Maintain compliance with financial regulations.

Skills

Analytical thinking

Communication skills

Sales mindset

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Employee discounts
• Free food & snacks
• Health insurance
• Paid time off
• Training & development
• Vision insurance

ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Yan Yan Tung - State Farm Agent, 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.
• Assist customers with life insurance needs review.
• Maintain compliance with financial regulations.

QUALIFICATIONS:

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 65 and 63 licenses preferred.