What are the responsibilities and job description for the Financial Services Representative - State Farm Agent Team Member position at Kevin Kendall - State Farm Agent?
Job Description
Job Description
Benefits :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.
- 3 years of experience in financial services.
- Strong analytical and communication skills.
- Life & Health license mandatory
- FINRA Series 6, 63, & 65 licenses preferred.
QUALIFICATIONS :
Receptionist - State Farm Agent Team Member
Nick Demaio - State Farm Agent -
Perkasie, PA