Financial Services Representative - State Farm Agent Team Member

Phillip Williams - State Farm Agent
New Windsor & Warwick, NY, US
$50K a year
Full-time

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.
  • 3 days ago
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