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Financial Services Representative
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Scorecard
Based on Pennsylvania data
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What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$69,150 / year median in Pennsylvania
-9% projected decline
Job Description
Financial Services Representative at Beth Moloughney Insurance and Financial Services- State Farm Financial Services Representative at Beth Moloughney Insurance and Financial Services- State Farm in Tannersville, Pennsylvania Posted in 1 day ago.
Type:
full-time
ROLE DESCRIPTION
As a Financial representative with Beth Moloughney 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, 63 and 65 required Proven track record Existing financial services network