Financial Services Consultant & Investment Advisor

Ted H Heaton III - State Farm Agent; Austin (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Life Insurance

Group Retirement

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Health insurance

Paid time off

Vision insurance

Job summary

A leading insurance agency in Austin, Texas, seeks a Financial Services Rep to market financial products that manage everyday risks. The role involves consulting customers on financial planning and recommending appropriate products based on their needs. Applicants should have 2+ years of experience in financial services and must hold FINRA Series 6 and 63 licenses. This position offers competitive salary and various benefits, contributing to a rewarding work environment.

Qualifications

• 2+ years of experience in financial services.
• Effective analytical mindset to assist customers.
• Strong communication skills for customer interaction.

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.

Skills

Analytical skills

Communication skills

Job description

A leading insurance agency in Austin, Texas, seeks a Financial Services Rep to market financial products that manage everyday risks. The role involves consulting customers on financial planning and recommending appropriate products based on their needs. Applicants should have 2+ years of experience in financial services and must hold FINRA Series 6 and 63 licenses. This position offers competitive salary and various benefits, contributing to a rewarding work environment.