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Financial Services Representative - State Farm Agent Team Member
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-01-27
Listing for:
Myagentyanyan
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Full Time in Austin, TX
- 401(k) matching
- Bonus based on performance
- Free food & snacks
- Health insurance
- Paid time off
- Vision insurance
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.
- 3+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 65 and 63 licenses preferred.
Full Time in Austin, TX
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
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.
- 3+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 65 and 63 licenses preferred.
Make a difference in your community every day.
Gain confidence and grow your dream career.
Earn benefits and rewards that are second to none
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