Analysis Skills, Communication Skills, Customer Support/Service, Customer Training, Financial Planning, Financial Regulations, Financial Services, Insurance, Investment Management, Investment Services, Maintain Compliance, Options Analysis, Product Marketing, Regulatory Compliance, Risk Management, Sales, Series 7
New Windsor & Warwick, NY
- 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.
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Phillip Williams - State Farm Agent