What are the responsibilities and job description for the Financial Representative position at Sausville Benson Financial?
Company Description
Sausville Benson Financial specializes in providing financial services to nurses, small business owners, and career professionals in Upstate New York and beyond. With a client-focused approach, the firm is dedicated to helping individuals and businesses achieve financial stability and long-term success. Sausville Benson Financial offers customized solutions tailored to the unique needs and goals of its clients, with a commitment to professionalism and excellence.
Role Description
This is a full-time hybrid role for a Financial Representative, based in Latham, NY, with the flexibility of some work-from-home opportunities. In this role, you will assist clients with planning, insurance, retirement planning, and investment management. Daily tasks include assessing clients' financial objectives, recommending strategies and financial products, and building lasting relationships to support their financial growth.
Qualifications
Sausville Benson Financial specializes in providing financial services to nurses, small business owners, and career professionals in Upstate New York and beyond. With a client-focused approach, the firm is dedicated to helping individuals and businesses achieve financial stability and long-term success. Sausville Benson Financial offers customized solutions tailored to the unique needs and goals of its clients, with a commitment to professionalism and excellence.
Role Description
This is a full-time hybrid role for a Financial Representative, based in Latham, NY, with the flexibility of some work-from-home opportunities. In this role, you will assist clients with planning, insurance, retirement planning, and investment management. Daily tasks include assessing clients' financial objectives, recommending strategies and financial products, and building lasting relationships to support their financial growth.
Qualifications
- Strong knowledge of Financial Planning and Retirement Planning to assess and create tailored solutions for clients
- Experience in Insurance and Investments to guide clients in risk management and portfolio diversification
- Solid understanding of finance and budget management principles
- Excellent interpersonal, communication, and relationship-building skills
- Ability to work independently and collaboratively in a team-oriented environment
- state license- our company will train and help you get your certifications
- Proficiency in financial analysis software and tools