Responsive recruiter
Benefits: - 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
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 clients with financial planning and investment advice.
- Assist clients 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.
- Strong analytical and communication skills.
- Life & Health license mandatory
- FINRA Series 6, 63, & 65 licenses preferred.
Compensation: $50,000.00 - $130,000.00 per year
Seeking Currently Licensed Applicants OnlyWe are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. We are an established, growth-oriented agency with a team of highly motivated individuals. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.
Please do not call office - we will contact you
