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.
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Austin, TX and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning