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Remote Financial Services Specialist - Wealth Planning

Kelsie Saskill - State Farm Agent

Benefits life insurance Bonus based on performance Competitive salary Free food & snacks Health insurance Paid time off Training & development Role Description As a Financial Services Specialist with the Saskill Agency, 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 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. Qualifications 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 6 and 65 licenses preferred. Flexible work from home options available. #J-18808-Ljbffr

Vacancy posted 2 days ago
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