Financial Services Advisor — Six-Figure Potential

Kimlego; Jacksonville (FL); Presencial; Confidential; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Group Health

Teledoc

401(k) matching

Performance bonus

Opportunity for advancement

Paid time off

Resumo da oferta

Kimlego in Jacksonville, Florida is seeking a Financial Services Representative to join the State Farm Agent Team. This in-office position focuses on marketing financial products and educating customers on their financial options. Candidates should have over 3 years of experience in financial services and ideally hold Series 6 or 63 licenses.

The role offers a base salary of $55K to $65K, plus commission, with the potential to exceed six figures. Benefits include 401(k) matching and paid time off.

Qualificações

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• Licenses in Financial Services - Series 6 or 63 preferred.

Responsabilidades

• 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.

Conhecimentos

Analytical skills

Communication skills

Descrição da oferta de emprego

Kimlego in Jacksonville, Florida is seeking a Financial Services Representative to join the State Farm Agent Team. This in-office position focuses on marketing financial products and educating customers on their financial options. Candidates should have over 3 years of experience in financial services and ideally hold Series 6 or 63 licenses.

The role offers a base salary of $55K to $65K, plus commission, with the potential to exceed six figures. Benefits include 401(k) matching and paid time off.