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.