Financial Services Advisor — Flexible Schedule & Growth

Insurancedoyle; Kentucky; On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Simple IRA

Health insurance

Bonus based on performance

Competitive salary

Flexible schedule

Paid time off

Training & development

Job summary

Insurancedoyle is seeking a Financial Services Representative - State Farm Agent Team Member to join our team in Kentucky. This role involves marketing financial products, consultative selling, and assisting clients with their financial planning needs.

Ideal candidates have over 3 years of experience in financial services, have strong analytical and communication skills, and ideally possess FINRA Series 7 and 63 licenses. We offer competitive compensation and a supportive, community-focused work culture.

Qualifications

• 3+ years of experience in financial services.
• FINRA Series 7 and 63 licenses preferred.

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

Job description

Insurancedoyle is seeking a Financial Services Representative - State Farm Agent Team Member to join our team in Kentucky. This role involves marketing financial products, consultative selling, and assisting clients with their financial planning needs.

Ideal candidates have over 3 years of experience in financial services, have strong analytical and communication skills, and ideally possess FINRA Series 7 and 63 licenses. We offer competitive compensation and a supportive, community-focused work culture.