Join Rk Financial Services, Inc., a dynamic force in the insurance sales industry, situated in Plymouth Meeting, Pennsylvania. We are seeking a Financial Services Representative who is ready to immerse themselves in an engaging, collaborative, and challenging environment. At Rk Financial Services, we pride ourselves on our agile and client-centered approach. Your role will be pivotal in providing unparalleled service, ensuring our clients receive personalized financial solutions that perfectly align with their needs and aspirations.

We value our employees and recognize their contributions as integral to our success. In this position, you will have the opportunity to work directly with our clients, forming lasting relationships while assisting them to make informed financial decisions. If you're passionate about delivering excellent customer service and eager to take on a role that offers both growth and fulfillment, we welcome you to apply and be part of our team.

Salary Range: $30,000.00 - $90,000.00 per year

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Career Growth Opportunities

Evenings Off

Mon-Fri Schedule

Retirement Plan

Licensing: Active PA Financial Services License is required.

Experience: Minimum of 2 years in financial services or a related role.

Communication Skills: Strong verbal and written communication skills are essential.

Customer-Oriented: Commitment to providing exceptional client services.

Detail-Oriented: Ability to manage complex financial information with accuracy.

Adaptability: Ability to thrive in a fast-paced, office-based environment.

Team Orientation: Capability to work collaboratively within a team structure.

Analytical Skills: Ability to assess financial data to offer clear advice.

Ethics: Strong adherence to ethical standards and practices in financial services.

Client Engagement: Build and maintain strong relationships with both new and existing clients to understand their financial needs and objectives.

Financial Planning: Provide personalized financial advice and solutions on a variety of products including insurance, investments, and retirement planning.

Product Knowledge: Stay informed about financial services products, regulations, and market trends to offer the best advice.

Client Support: Address queries and concerns efficiently, providing excellent customer service that ensures client satisfaction and loyalty.

Business Development: Identify and pursue new business opportunities through networking, referrals, and marketing initiatives.

Reporting: Maintain accurate records of client interactions and transactions in compliance with company standards.

Team Collaboration: Work closely with team members and other departments to ensure a comprehensive approach to client service and satisfaction.

We are a premier Allstate Agency specializing in Home, Life, and Auto insurance. We take our job seriously and tailor our clients' policies to their needs. We care, and it shows in our results! Our dedicated staff work incredibly hard to ensure that our clients are Completely Satisfied! We only hire the best and most dedicated employees to our team.