Accounting, Auditing: Financial Services Representative I - 40 Hours - - (Watertown, CT)

The Financial Service Representative I (FSR) act as an Insurance licensed employee, providing Customers with additional products & services and acting as wealth referral champion within the Store. The Financial Services Representative I (FSR) is required to maintain active registration with State Life & Health Insurance licensing. The Financial Service Representative I (FSR) act in a dual role as FSR and Customer Service Representative and are the primary contact and resource for large/complex credit needs within the store, consistently providing exemplary Customer Service through selling and cross-selling a wide spectrum of banking products, investment and insurance products and services to new and existing Customers. Position requirements Sells and cross-sells insurance products to new and existing Customers. Meets with customers and prospects and develops understanding of other financial objectives and needs. Assesses customer info and suggests appropriate product and service solutions.