Insurance Agent HealthMarkets
Doylestown, PA6 days ago
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Skills
- Analysis Skillsunmatched
- Consultingunmatched
- Customer Relationsunmatched
- Customer Support/Serviceunmatched
- Customer Trainingunmatched
- Dental Insuranceunmatched
- Detail Orientedunmatched
- Develop and Maintain Customersunmatched
- Finance Softwareunmatched
- Financial Analysisunmatched
- Health Insuranceunmatched
- Industry Standardsunmatched
- Maintain Complianceunmatched
- Market Trend Analysisunmatched
- Needs Assessmentunmatched
- Options Analysisunmatched
- Product Marketingunmatched
- Record Keepingunmatched
- Regulationsunmatched
- Regulatory Complianceunmatched
- Risk Managementunmatched
- Salesunmatched
- Securitiesunmatched
- Seminarsunmatched
- Series 6unmatched
- Stock Marketunmatched
Description
Benefits:
ROLE DESCRIPTION:
As a Registered Representative with Rob Hoffman State Farm Agency, 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)
- Bonus based on performance
- Competitive salary
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
ROLE DESCRIPTION:
As a Registered Representative with Rob Hoffman State Farm Agency, 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 options and consult securities to customers.
- Conduct financial needs analysis and recommend investment products.
- Manage customers 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 customers interactions.
- Ensure compliance with industry regulations and standards.
- Series 6 or 7 license and other relevant certifications.
- Strong knowledge of investment products and financial markets.
- Communication and customer service skills.
- Ability to build and maintain customers relationships.
- Detail-oriented with strong analytical skills.
- Proficiency with financial software and tools.
- High ethical standards and professionalism.
Numbers & Facts
| Location | Philadelphia, PA |
| Job Type | Full-time |
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