Financial Services Representative - State Farm Agent Team Member
Full Time • Brodheadsville, PA
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:
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 Only
We 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.
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
- Our office is located in Kunkletown, PA.
- I have been a State Farm agent since 2009.
- I am a proud graduate of University of Akron.
- Our agency has received awards including: Ambassador Travel, Legion of Honor, Silver Scroll, and Bronze Tablet
Please do not call office - we will contact you.
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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