Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits :

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

ROLE DESCRIPTION :

As 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.

RESPONSIBILITIES :

• Provide clients with financial planning and investment advice.
• Assist clients with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

QUALIFICATIONS :

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• Life & Health license mandatory
• FINRA Series 6, 63, & 65 licenses preferred.