Financial Services Representative

3 weeks ago


New Windsor, New York, United States Phillip Williams - State Farm Agent Full time

Job Description

As a Financial Services Representative with Phillip Williams - State Farm Agent, you will successfully market financial products that manage everyday risks. Your knowledge of financial products will reinforce your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision will make you an invaluable resource to customers and a competitive addition to a successful agency.

Responsibilities

  • Provide clients with financial planning and investment advice.
  • Assist clients 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.
  • Strong analytical and communication skills.
  • FINRA Series 7 and 63 licenses preferred.

Benefits

  • 401(k) matching.
  • Bonus based on performance.
  • Company parties.
  • Competitive salary.
  • Employee discounts.
  • Opportunity for advancement.
  • Paid time off.
  • Wellness resources.


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