Financial Services Representative - State Farm Agent Team Member

Yan Yan Tung - State Farm Agent

Austin, TX

Apply

JOB DETAILS

SKILLS

Analysis Skills, Communication Skills, Consulting, Customer Support/Service, Customer Training, Dental Insurance, Financial Planning, Financial Regulations, Financial Services, Health Insurance, Investment Management, Life Insurance, Maintain Compliance, Options Analysis, Product Marketing, Regulatory Compliance, Risk Management, Sales, Series 65, Training/Teaching, Vision Plan

LOCATION

Austin, TX

POSTED

30+ days ago

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 DESCRIPTION:
As 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.

Financial Services Representative - State Farm Agent Team Member

Yan Yan Tung - State Farm Agent

Austin, TX

About the Company

Yan Yan Tung - State Farm Agent

Similar Job Searches