Financial Services & Insurance Advisor — Hybrid, Growth

Themartinezagency; New York (NY); On-site; USD 65,000 - 125,000; Full time

Benefits offered by this job

Competitive salary

Health insurance

Bonus based on performance

Paid time off

Training & development

401(k)

Opportunity for advancement

Job summary

A local financial services agency in Bronx, NY seeks a Financial Services Representative. The ideal candidate will guide clients on insurance and financial solutions, requiring strong analytical and communication skills. An active Life & Health insurance license is necessary, with a competitive salary ranging from $65,000 to $125,000. This role offers numerous benefits including health insurance, training, bonuses, and opportunities for advancement.

Qualifications

• Strong communication and analytical skills required.
• Active Life & Health license is mandatory.
• FINRA Series 6, 63, and 65 will be required eventually.

Responsibilities

• Consult customers on insurance and financial products.
• Conduct financial reviews to recommend solutions.
• Maintain compliance with financial regulations.
• Train and mentor team on customer needs analysis.

Skills

Strong communication skills

Analytical skills

Customer-focused demeanor

Trustworthiness

Education

Active Life & Health license

FINRA Series 6 & 63 and 65

Previous experience in financial services or insurance

Job description

A local financial services agency in Bronx, NY seeks a Financial Services Representative. The ideal candidate will guide clients on insurance and financial solutions, requiring strong analytical and communication skills. An active Life & Health insurance license is necessary, with a competitive salary ranging from $65,000 to $125,000. This role offers numerous benefits including health insurance, training, bonuses, and opportunities for advancement.