Financial Services Representative - State Farm Agent Team Member

Ted H Heaton III - State Farm Agent

Austin, TX

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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 6, Vision Plan

LOCATION

Austin, TX

POSTED

30+ days ago

Benefits:

Life Insurance
Group Retirement
Bonus based on performance
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance

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-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.
Maintain compliance with financial regulations.

QUALIFICATIONS
2+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 6 and 63 licenses required.

Financial Services Representative - State Farm Agent Team Member

Ted H Heaton III - State Farm Agent

Austin, TX

About the Company

Ted H Heaton III - State Farm Agent

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