Financial Services Representative - State Farm Agent Team Member

Myagentyanyan; Austin (TX); On-site; USD 55,000 - 80,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Free food & snacks

Health insurance

Paid time off

Vision insurance

Job summary

A financial services agency in Austin, TX is seeking a Financial Services Representative - State Farm Agent Team Member. In this role, you will consult customers on financial planning and investment options while maintaining compliance with regulations. The ideal candidate has over 3 years of experience in financial services and strong analytical and communication skills. This position offers a competitive salary and various employee benefits.

Qualifications

• 3+ years of experience in financial services.
• 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 skills

Communication skills

Job description

Full Time in Austin, TX

• 401(k) matching
• Bonus based on performance
• Free food & snacks
• Health insurance
• Paid time off
• Vision insurance

ROLE DESCRIPTIONAs 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.

Compensation $55,000.00 - $80,000.00 per year

Financial Services Representative - State Farm Agent Team Member

Full Time in Austin, TX

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 DESCRIPTIONAs 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.

Compensation $55,000.00 - $80,000.00 per year Apply Now

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