Financial Representative
Company Description:
Sausville Benson Financial is an energetic, growing firm with a brand new, state of the art office in Latham, NY. The founders, Brady Sausville and Kordell Benson, started the firm after realizing the lack of true client-centric financial advice being provided in the Capital Region while spending time at a large corporate planning firm.
Role Description:
This is a full-time role for a Financial Representative at Sausville Benson Financial. The Financial Representative will be responsible for building and maintaining relationships with clients. They will provide financial advice and support, assist clients in setting financial goals, and recommend products and investment opportunities that meet their needs. The role will also involve generating leads and identifying potential clients. While the role is located in Latham, NY, some remote work is acceptable.
Qualifications:
- Excellent verbal and written communication skills
- Strong interpersonal skills and the ability to build and maintain relationships
- Proficiency in Microsoft Office Suite and financial analysis software
- Knowledge of investment products and services
- Ability to work independently and in a team environment
- Experience in a financial services or sales environment preferred
- Strong attention to detail, organizational skills, and the ability to multitask