Financial Representative with Business Development Focus

Role Overview

We are seeking business development and client-facing professionals to transition their skills into a career in financial services. The role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. The team is part of a district office located in Syracuse, NY, and is led by experienced professionals with backgrounds in insurance, consulting, and other industries.

What You Will Do

The main responsibilities include client consultation, financial planning, insurance solutions, ongoing support, and networking. You will engage with clients to understand their financial goals, develop comprehensive financial plans, recommend and implement insurance strategies, and provide regular updates to meet changing circumstances.

Why It Might Be a Fit

This role offers the opportunity to create lifelong connections while supporting clients through every stage of their financial journey. You will see the direct impact of your guidance as families and communities gain lasting financial security. A career in financial services could provide significant earning opportunities, along with a clear path for professional growth and leadership.

Requirements

• A bachelor’s degree is preferred
• Previous experience in financial services, insurance, or business development is beneficial but not required
• Strong interpersonal and communication skills
• Analytical thinking
• Ability to build trust and rapport with clients
• Obtain necessary licenses, such as Series 6, 63, and state insurance licenses

Benefits

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance