Hybrid Financial Services Registered Representative

Peschong Insurance Agency, Inc.; Marshalltown, Northern (IA, KY); Hybrid; USD 60,000 - 120,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Job summary

Peschong Insurance Agency, Inc. is hiring a Registered Representative to market financial services products and educate customers on their options. The role emphasizes sales-minded, consultative interaction and accurate record-keeping in a compliant environment.

The position offers a hybrid work arrangement with a compensation range of $60,000 to $120,000 per year, plus benefits. A strong emphasis is placed on ethical standards and ongoing market analysis.

Qualifications

• Licenses for securities required or SIE eligibility.
• Knowledge of investment products and markets.
• Strong communication and service orientation.

Responsibilities

• Provide investment options and consult on securities to customers.
• Conduct financial needs analysis and recommend investment products.
• Manage customers' portfolios and provide ongoing support.
• Stay updated on market trends and regulatory changes.
• Maintain accurate records of transactions and customer interactions.
• Ensure compliance with industry regulations and standards.

Skills

Customer service

Financial product knowledge

Sales aptitude

Regulatory compliance

Tools

Financial software

Job description

Peschong Insurance Agency, Inc. is hiring a Registered Representative to market financial services products and educate customers on their options. The role emphasizes sales-minded, consultative interaction and accurate record-keeping in a compliant environment.

The position offers a hybrid work arrangement with a compensation range of $60,000 to $120,000 per year, plus benefits. A strong emphasis is placed on ethical standards and ongoing market analysis.