Financial Services Representative - State Farm Agent Team Member

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. Join a community of good neighbors Make a difference in your community every day. Gain confidence and grow your dream career. Earn benefits and rewards that are second to none #J-18808-Ljbffr Piwilliams