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, Vision Plan
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
ROLE DESCRIPTION:
As a financial services representative with the Ehrhardt Agency, you will successfully market the financial products that manage everyday risks and help achieve customer goals. 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.
- Series 6, 63, and 65 licensed
J
Jeff Ehrhardt - State Farm Agent