Banking and Financial Services Jobs in Fishkill

Benefits:

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• 401(k) matching
  
• Bonus based on performance
  
• Opportunity for advancement
  
• Paid time off
  
• Training & development
  

ROLE DESCRIPTION:
As a member of the Ryan Guinn State Farm Agency, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:

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• Develop and maintain customer relationships in insurance and financial services.
  
• Consult customers with comprehensive financial planning and insurance options.
  
• Assist customers with retirement planning, investment management, and insurance needs.
  
• Stay current with market trends and product offerings.
  

QUALIFICATIONS:

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• 1+ years of experience in sales or customer service.
  
• Self-driven
  
• Communication and interpersonal skills.
  
• Licenses in insurance preferred.
  

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Remote working/work at home options are available for this role.