State Farm Agent · 4 months ago
Financial Services Representative - State Farm Agent Team Member
Cedar Park, TX
Full-time
Onsite
Entry Level
$50K/yr - $100K/yr
2+ years expState Farm Agent is seeking a Financial Services Representative to market financial products that manage everyday risks. The role involves consulting customers on financial planning, assisting with portfolio management, and ensuring compliance with financial regulations.
Auto InsuranceFinanceFinancial ServicesHealth InsuranceInsuranceLife Insurance
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
Qualification
Required
2+ years of experience in financial services
Analytical and communication skills
FINRA Series 6 and 63 licenses required
Benefits
Bonus based on performance
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance
Company
State Farm Agent
At State Farm®, our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Fawad Ahmad
SVP - Digital & Customer Experience and Chief Digital Officer
Recent News
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