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Job description
Responsive RecruiterAs a Financial Services Representative with Kendall Insurance And Financial Services Inc., 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.ResponsibilitiesProvide investment advice and sell securities to clients.Conduct financial needs analysis and recommend investment products.Manage client portfolios and provide ongoing support.Stay updated on market trends and regulatory changes.Conduct presentations and seminars on investment topics.Maintain accurate records of transactions and client interactions.Ensure compliance with industry regulations and standards.QualificationsFINRA Series 6, 63, & 65 licenses and other relevant certifications.Strong knowledge of investment products and financial markets.Excellent communication and customer service skills.Ability to build and maintain client relationships.Detail-oriented with strong analytical skills.Proficiency with financial software and tools.High ethical standards and professionalism.Compensation: $50,000.00 - $120,000.00 per yearSeeking Currently Licensed Applicants OnlyWe are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. We are an established, growth-oriented agency with a team of highly motivated individuals. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.About 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, College Planning, Health Insurance, and Renters Insurance.Our office is located in Kunkletown, PA.I have been a State Farm agent since 2009.I am a proud graduate of University of Akron.Our agency has received awards including: Ambassador Travel, Legion of Honor, Silver Scroll, and Bronze TabletPlease Do Not Call Office - We Will Contact YouState Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
Worksite address
brodheadsville, PA, 18322, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.