Insurance Agent HealthMarkets
Allentown, PA5 days ago
Kevin Kendall - State Farm Agent
- Brodheadsville, PA
- 30+ days ago
- Full-time
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Skills
- Analysis Skillsunmatched
- Communication Skillsunmatched
- Customer Relationsunmatched
- Customer Support/Serviceunmatched
- Customer Trainingunmatched
- Detail Orientedunmatched
- Develop and Maintain Customersunmatched
- Finance Softwareunmatched
- Financial Analysisunmatched
- Financial Servicesunmatched
- Industry Standardsunmatched
- Insuranceunmatched
- Investment Servicesunmatched
- Maintain Complianceunmatched
- Market Trend Analysisunmatched
- Needs Assessmentunmatched
- Options Analysisunmatched
- Product Marketingunmatched
- Record Keepingunmatched
- Regulationsunmatched
- Regulatory Complianceunmatched
- Risk Managementunmatched
- Salesunmatched
- Sales Managementunmatched
- Securities Salesunmatched
- Seminarsunmatched
- Series 6unmatched
- Stock Marketunmatched
Description
Benefits:
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:
- 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.
- 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.
Numbers & Facts
| Location | Brodheadsville, PA |
| Job Type | Full-time |
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