Financial Services Advisor — Flexible Schedule & Growth

Jpfischer; Selden (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Competitive salary

Flexible schedule

Training & development

Job summary

A financial services agency in Selden, NY is seeking a Financial Services Representative to assist clients with financial planning and insurance strategies. The ideal candidate should possess a Life & Health license and FINRA Series 6/63/65. Responsibilities include consulting on insurance, managing portfolios, and conducting financial reviews. This full-time position offers a competitive salary ranging from $70,000 to $100,000 annually, along with various benefits and opportunities for advancement.

Qualifications

• Active Life & Health license is required.
• FINRA Series 6/63/65 licenses are needed.
• Previous experience in financial services or insurance is essential.

Responsibilities

• Consult customers on financial planning and life/health insurance.
• Assist with portfolio management and risk management strategies.
• Conduct financial reviews and recommend product solutions.

Skills

Strong communication skills

Analytical skills

Customer-focused approach

Job description

A financial services agency in Selden, NY is seeking a Financial Services Representative to assist clients with financial planning and insurance strategies. The ideal candidate should possess a Life & Health license and FINRA Series 6/63/65. Responsibilities include consulting on insurance, managing portfolios, and conducting financial reviews. This full-time position offers a competitive salary ranging from $70,000 to $100,000 annually, along with various benefits and opportunities for advancement.