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Job description
Financial Services RepresentativeAs a Financial Services Representative with Bartleski insurance and financial Services, 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.ResponsibilitiesConsult 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.Qualifications3+ years of experience in financial services.Analytical and communication skills.Series 6/63/65 or SIE licenses preferred.SIE, Series 6/63/65, and other relevant certifications.Compensation: $40,000.00 - $60,000.00 per yearAbout Our AgencyOur mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Health Insurance, and Renters Insurance.Our office is located in Charlottesville VA.We have 100 years of combined insurance experience in our office.
Worksite address
charlottesville, VA, 22902, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.