Job Description
Job Description
Benefits :ROLE DESCRIPTION :
As a Registered Representative with Kathy Powell 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 :
- Series 6 or 7 license and other relevant certifications.
- Life / Health Insurance License
- 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.
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