What are the responsibilities and job description for the Financial Representative position at Sausville Benson Financial?
Job Overview:
We are seeking a highly motivated and detail-oriented Financial Representative to join our team. As a Financial Representative, you will be responsible for providing financial advice and guidance to clients, helping them achieve their financial goals. This is an excellent opportunity for individuals with a strong background in finance and a passion for helping others.
Responsibilities:
- Provide comprehensive financial planning services to clients, including investment strategies, retirement planning, and estate planning
- Analyze clients' financial situations and develop personalized financial plans
- Educate clients on various financial concepts and strategies
- Assist clients with account management, including opening and closing accounts
- Conduct research on various financial products and services to stay up-to-date with industry trends
- Build and maintain strong relationships with clients to ensure their long-term financial success
- Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions
- Utilize customer relationship management (CRM) software to track client interactions and manage client portfolios
Qualifications:
- Bachelor's degree
- Strong knowledge of financial concepts, including wealth management, cash management, and corporate accounting or a strong desire to learn
- Proven experience in sales or advisory roles
- Excellent attention to detail
- Exceptional communication and interpersonal skills
- Ability to work independently and as part of a team
We offer competitive compensation packages and opportunities for career growth within our organization. If you are passionate about finance and enjoy helping clients achieve their financial goals, we encourage you to apply for the position of Financial Representative.
Job Type: Full-time
Pay: $6,000.00 - $10,000.00 per month
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Paid training
- Vision insurance
Compensation package:
- Commission only
Weekly schedule:
- Monday to Friday
Work setting:
- In-person
- Office
Ability to Relocate:
- Latham, NY 12110: Relocate before starting work (Required)
Work Location: In person
Salary : $6,000 - $10,000