Financial Services Representative - State Farm Agent Team Member

Piwilliams; Town of Windsor (NY); Presencial; USD 43.000 - 58.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) matching

Bonus based on performance

Opportunity for advancement

Paid time off

Wellness resources

Company parties

Employee discounts

Competitive salary

Descripción de la vacante

Phil Williams State Farm Agency is seeking an Insurance & Financial Service Representative in New Windsor/Warwick, NY. You will market financial products to help customers manage everyday risks and provide consultative guidance on their financial options.

With 3+ years of experience in financial services, you will analyze clients' portfolios, perform reviews, and ensure regulatory compliance while pursuing growth opportunities and advancement within a supportive agency.

Formación

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.

Responsabilidades

• 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.

Conocimientos

Financial services experience

Analytical skills

Communication skills

FINRA Series 7/63 licenses

Descripción del empleo

Full Time in New Windsor & Warwick - NY

• 401(k) matching
• Bonus based on performance
• Opportunity for advancement
• Paid time off
• Wellness resources

ROLE DESCRIPTION
As a Insurance & Financial Service Representative with Phil Williams State Farm Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes 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.

Compensation $50,000.00 per year

Financial Services Representative - State Farm Agent Team Member

Full Time in New Windsor & Warwick - NY

Benefits

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

ROLE DESCRIPTION
As a Insurance & Financial Service Representative with Phil Williams State Farm Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes 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.

Compensation $50,000.00 per year

State Farm agents are independent contractors who hire their own employees. State Farm agents’employees are not employees of State Farm. Agents are responsible for and make all employmentdecisions regarding their employees.

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