Financial Services Representative
Compensation
$50k – $75k /yr
Employment type
Full-time
Work setting
On-site
Location
Binghamton, NY
Schedule
Day shift
Posted
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Job overview
The Financial Services Representative role is an onsite position based in Binghamton, NY. Compensation is $50,000–$75,000 per year, and the role supports the financial services team at James Rollo - State Farm Agent. This role exists to guide customers in wealth accumulation and risk management. The representative is responsible for building trust-based relationships, providing personalized financial coaching, and helping clients achieve their financial goals.
What you'll do
- Develop customized wealth accumulation strategies.
- Assist clients with risk management.
- Guide clients on income distribution and legacy planning.
- Build and maintain client relationships.
- Educate clients on financial decisions.
What we're looking for
- Skills & competencies
- full-timeday shiftbinghamton nystate farmfinancial serviceswealth coachinsurancebenefits$50k-$75k/yr
- Work arrangement
- Weekend coverage required
Benefits & perks
- Health, dental, vision, 401(k) matching, and performance bonuses.
Why this role
Performance bonuses; ongoing training; focus on wealth coaching.
About the employer
James Rollo - State Farm Agent is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Insurance Agencies and Brokerages
- Occupation code
- 41-3091.00
You'll be redirected to the employer's application page.
Listing ID: 748c2735-bc59-4bc7-823c-20202c44e51b