Financial Services Advisor | Flexible Schedule & Growth

Chris Yard Ins and Fin Svc Inc; Exton (PA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Bonus based on performance

Flexible schedule

Opportunity for advancement

Training & development

Job summary

Chris Yard - State Farm Agent is seeking a Financial Services Representative to market and explain financial products that help customers manage everyday risks and reach their financial goals. You will educate clients on options and use a consultative, sales-minded approach to solutions.

As part of a State Farm Agent team, you’ll perform portfolio reviews, advise on asset allocation, and ensure compliance with financial regulations while pursuing opportunities for advancement.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses preferred.
• SIE, Series 6/63/65, and other relevant certifications.
• Life, Accident and Health Pennsylvania Insurance License.

Responsibilities

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Analytical skills

Communication skills

Education

Series 6/63/65 or SIE licenses

Life, Accident and Health Pennsylvania Insurance License

Job description

Chris Yard - State Farm Agent is seeking a Financial Services Representative to market and explain financial products that help customers manage everyday risks and reach their financial goals. You will educate clients on options and use a consultative, sales-minded approach to solutions.

As part of a State Farm Agent team, you’ll perform portfolio reviews, advise on asset allocation, and ensure compliance with financial regulations while pursuing opportunities for advancement.