Sausville Benson Financial ยท 2 weeks ago
Financial Representative
Latham, NY
Full-time
Hybrid
New Grad, Entry LevelSausville Benson Financial specializes in providing financial services to nurses, small business owners, and career professionals. They are seeking a Financial Representative to assist clients with planning, insurance, retirement planning, and investment management.
Financial Services
Responsibilities
Assist clients with planning, insurance, retirement planning, and investment management
Assess clients' financial objectives
Recommend strategies and financial products
Build lasting relationships to support clients' financial growth
Qualification
Required
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
Company
Sausville Benson Financial
A Financial Services Firm for Nurses, Small Business Owners and Career Professionals in Upstate NY And Beyond.
Founded in 2022
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase