ROLE DESCRIPTION: As a Financial representative with Beth Moloughney Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Numbers & Facts
Location
Stroudsburg, PA
Job Type
Full-time
Description
Benefits:
Company parties
Opportunity for advancement
Paid time off
Training & development
Wellness resources
ROLE DESCRIPTION: As a Financial representative with Beth Moloughney Agency , you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.