Licensed Financial Advisor & Insurance Specialist

Robert Ndegwa - State Farm Agent; Austin (TX); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Simple IRA

Performance-based bonus

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

Robert Ndegwa - State Farm Agent in Austin, Texas is looking for an experienced financial services professional. This role focuses on building strong customer relationships and guiding them toward secure financial futures.

The ideal candidate will have strong analytical skills to identify investment needs and recommend suitable life and health insurance products. This position offers a range of benefits and opportunities for advancement.

Qualifications

• Licenses and certifications in financial services required.
• Strong knowledge of investment products and financial markets.
• Ability to foster strong customer relationships.

Responsibilities

• Provide investment options and consult securities with clients.
• Conduct financial needs analyses and recommend products.
• Manage customer portfolios and ensure ongoing support.
• Stay updated on market trends and compliance requirements.

Skills

Communication skills

Analytical skills

Customer relationship building

Detail-oriented

Education

Series 6/63/65/7 or SIE license

Tools

Investment products knowledge

Job description

Robert Ndegwa - State Farm Agent in Austin, Texas is looking for an experienced financial services professional. This role focuses on building strong customer relationships and guiding them toward secure financial futures.

The ideal candidate will have strong analytical skills to identify investment needs and recommend suitable life and health insurance products. This position offers a range of benefits and opportunities for advancement.