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.