Financial Services Representative - State Farm Agent Team Member

State Farm Agent; 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 leading financial services agency located in Austin, TX, is seeking a Financial Services Representative to help customers navigate their financial options. The ideal candidate will have at least 2 years of experience in financial services, coupled with strong analytical and communication skills. The role involves guiding clients through financial planning, conducting portfolio management, and ensuring compliance with regulations. Competitive compensation ranges from $50,000 to $100,000 annually with various benefits including flexible schedules and health insurance.

Qualifications

• Minimum 2 years of experience in financial services.
• Strong analytical and communication skills 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

Tools

FINRA Series 6 license

FINRA Series 63 license

Job description

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.