Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Life Insurance
• Group Retirement
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance
• Opportunity for advancement
• Training & development
• 401(k)

ABOUT OUR AGENCY:
Our agency has been serving the Austin community since 1978 and has grown to a team of 25. With decades of experience and a large, established team, we’re proud of the environment we’ve built and the long-standing relationships we’ve developed with the customers and communities we serve.

Community involvement is a big part of who we are. Our team stays active throughout Austin through local events, including UT sporting events and concerts. Twice a year, we also participate in Quotes for Good, partnering with local organizations such as Meals on Wheels and Foster Angels to give back and support causes that make a difference in our community.

We offer health insurance, a 401(k), performance-based bonuses, team outings, and team lunches. Team members also have the opportunity to qualify for a trip based on production, giving our high performers another exciting way to be recognized and rewarded for their results.

Our office has a friendly, social, and team-oriented culture. We genuinely enjoy spending time together, whether it’s office potlucks, Secret Santa, happy hours, team lunches, or other celebrations throughout the year. We’re looking for people who want to contribute to a positive environment, work well with others, and be part of an established team that works hard while still making time to have fun together.

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.