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Insurance Sales Jobs in Austin, TX

Registered Representative - State Farm Agent Team Member

Robert Ndegwa - State Farm Agent

Austin, TX

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JOB DETAILS
SKILLS
Analysis Skills, Consulting, Customer Relations, Customer Support/Service, Dental Insurance, Detail Oriented, Develop and Maintain Customers, Financial Analysis, Financial Planning, Financial Services, Health Insurance, Industry Standards, Insurance, Life Insurance, Maintain Compliance, Market Trend Analysis, Needs Assessment, Record Keeping, Regulations, Regulatory Compliance, Securities, Series 6, Stock Market, Training/Teaching, Vision Plan
LOCATION
Austin, TX
POSTED
30+ days ago
Benefits:
  • Simple IRA
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance

ROLE DESCRIPTION:
Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.


This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.

RESPONSIBILITIES:
  • Provide investment options and consult securities to customers.
  • Conduct financial needs analysis and recommend investment, life, and health products.
  • Manage customers portfolios and provide ongoing support.
  • Stay updated on market trends and regulatory changes.
  • Maintain accurate records of transactions and customers interactions.
  • Ensure compliance with industry regulations and standards.
QUALIFICATIONS:
  • Series 6/63/65/7 or SIE license and other relevant certifications.
  • Strong knowledge of investment products and financial markets.
  • Communication and customer service skills.
  • Ability to build and maintain customers relationships.
  • Detail-oriented with strong analytical skills.
  • High ethical standards and professionalism.

About the Company

R

Robert Ndegwa - State Farm Agent

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