Financial Services Advisor | Flexible Schedule & Advancement

Blake Price - State Farm Agent; Town of Florida (NY); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Blake Price - State Farm Agent in Town of Florida, NY, is hiring a Financial Services Representative. This role involves marketing financial products and consulting with customers to manage their financial planning and investments.

The ideal candidate should have a strong analytical mindset and excellent communication skills. Responsibilities include conducting financial reviews and ensuring compliance with regulations, supporting clients in asset allocation, and portfolio management. The role also offers a range of benefits.

Qualifications

• Experience in financial services is preferred.
• Strong analytical and communication skills are necessary.
• Ability to deliver presentations to potential clients.

Responsibilities

• Consult customers regarding financial planning and investment options.
• Assist clients with managing their portfolios and asset allocation.
• Conduct financial reviews and suggest appropriate financial products.
• Ensure compliance with financial regulations.

Skills

Analytical skills

Communication skills

Presentation skills

Education

Prior financial services experience

Series 6/63/65 or 7 licenses (preferred)

Job description

Blake Price - State Farm Agent in Town of Florida, NY, is hiring a Financial Services Representative. This role involves marketing financial products and consulting with customers to manage their financial planning and investments.

The ideal candidate should have a strong analytical mindset and excellent communication skills. Responsibilities include conducting financial reviews and ensuring compliance with regulations, supporting clients in asset allocation, and portfolio management. The role also offers a range of benefits.