
Financial Services Representative - State Farm Agent Team Member
Dominicagostini, Greece, New York, United States
Benefits:
Bonus based on performance Competitive salary Dental insurance Health insurance Paid time off Training & development Vision insurance ROLE DESCRIPTION: As a Financial Service Representative with the Dominic Agostini 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:
Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS:
1+ years of experience in financial services. Analytical and communication skills. Life, Accident and Health licensed - NY
#J-18808-Ljbffr
Bonus based on performance Competitive salary Dental insurance Health insurance Paid time off Training & development Vision insurance ROLE DESCRIPTION: As a Financial Service Representative with the Dominic Agostini 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:
Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS:
1+ years of experience in financial services. Analytical and communication skills. Life, Accident and Health licensed - NY
#J-18808-Ljbffr