Financial Services Representative - State Farm Agent Team Member
Ted H Heaton III - State Farm Agent•Austin, TX
About The Position
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.
Requirements
- 2+ years of experience in financial services.
- Analytical and communication skills.
- 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.
Benefits
- Life Insurance
- Group Retirement
- Bonus based on performance
- Competitive salary
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
Number of Employees
1-10 employees
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