Analysis Skills, Communication Skills, Consulting, Customer Support/Service, Customer Training, Dental Insurance, Financial Planning, Financial Regulations, Financial Services, Health Insurance, Investment Management, Maintain Compliance, Options Analysis, Product Marketing, Regulatory Compliance, Risk Management, Sales, Series 6
- 401(k)
- 401(k) matching
- Competitive salary
- Dental insurance
- Health insurance
ROLE DESCRIPTION:
As a Financial Service Representative with the Josh Bodner Agency, 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:
- Consult customers with financial planning and investment options.
- Assist customers 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.
- Analytical and communication skills.
- FINRA Series 6,63 and 65 licenses preferred.
J
Josh Bodner - State Farm Agent