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 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.
QUALIFICATIONS :
- FINRA 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.
Registered Representative - State Farm Agent Team Member
As a Financial Services Representative with Kendall Insurance And Financial Services Inc. ...
Customer Service Representative - State Farm Agent Team Member
As a State Farm team member for Ryan Brewington - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. State Farm Insurance Agent located in Delaware County, PA is seeking an outgoing, career-...
Account Representative - State Farm Agent Team Member
As our Account Representative - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. Kevin Kendall - State Farm Agent is searching for a compe...
Account Representative - State Farm Agent Team Member
We look forward to incorporating your energy and marketing perspective into our team as we build success together. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred. ...
Office Representative - State Farm Agent Team Member
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. As an Agent Team Me...
Account Representative - State Farm Agent Team Member
Do you aspire to some day run your own business, be an advisor looked to in your community, and lead a team? As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience. I am a local St...
Customer Relations Representative - State Farm Agent Team Member
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. As an Agent Team Me...
Telemarketer - State Farm Agent Team Member
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Telemarketer - State Farm Agent Team Member. As an Agent Team Member, you will receive. Work with the agent to establish and meet marketing goals. ...
Receptionist - State Farm Agent Team Member
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. As an Agent Team Me...
Account Associate - State Farm Agent Team Member
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Telemarketer - State Farm Agent Team Member. As an Agent Team Member, you will receive. Work with the agent to establish and meet marketing goals. ...