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Registered Representative - State Farm Agent Team Member

Kevin Kendall - State Farm Agent

Brodheadsville, PA

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JOB DETAILS
SKILLS
Analysis Skills, Communication Skills, Customer Relations, Customer Support/Service, Customer Training, Detail Oriented, Develop and Maintain Customers, Finance Software, Financial Analysis, Financial Services, Industry Standards, Insurance, Investment Services, Maintain Compliance, Market Trend Analysis, Needs Assessment, Options Analysis, Product Marketing, Record Keeping, Regulations, Regulatory Compliance, Risk Management, Sales, Sales Management, Securities Sales, Seminars, Series 6, Stock Market
LOCATION
Brodheadsville, PA
POSTED
30+ days ago
Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Opportunity for advancement
  • Paid time off
  • Competitive salary

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.

About the Company

K

Kevin Kendall - State Farm Agent