Financial Services Representative - State Farm Agent Team Member

Tedrocks; Austin (TX); On-site; USD 50,000 - 100,000; 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 financial services agency in Austin is seeking a Financial Services Representative to help market financial products. You will consult with customers on financial planning and investment options while assisting in portfolio management. The ideal candidate has over 2 years of experience in financial services and holds FINRA Series 6 and 63 licenses. This role offers a competitive salary and a comprehensive benefits package, ensuring job satisfaction and work-life balance.

Qualifications

• 2+ years of experience in financial services.
• FINRA Series 6 and 63 licenses required.

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

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.