Financial Services Representative

Are you interested in working in a high-energy sales environment? We have the best role just for you! We are on a hunt to hire a detail-oriented Financial Services Representative to provide a front-line response to inquiries regarding our financial products and services. The Financial Services Representative’s responsibilities include providing sound financial advice to clients, cross-selling our products and services where possible, and attending various training programs as required.

To be successful as a Financial Services Representative, you must have a strong understanding of financial market terminologies and possess a solid understanding of the current marketing condition. You are expected to build rapport with clients and continually meet or exceed sales goals.

Financial Services Representative Responsibilities:

• Schedule meetings with prospective clients to discuss their financial needs and goals.

• Collect pertinent client information to provide financial products and services that align with clients' financial situations and risk appetite.

• Develop and sustain long-term relationships with clients to encourage repeat business and client referrals.

• Cold-calling potential clients to inform them of the various financial products and services on offer.

• Develop in-depth knowledge of our financial products to advise clients accordingly.

• Hit minimum weekly, monthly, annual productivity, and sales metrics.

Benefits:

• Above-average compensation package

• Career advancement opportunities.

• Professional work environment and positive company culture.

• Free training, extensive support, and mentorship program.

Financial Services Representative Requirements:

• Appropriate state licensure or interest in obtaining it.

• Sound knowledge of financial legislation.

• Computer savvy and capable of learning new computer applications.

• Strong mathematical and problem-solving skills.

• Ability to thrive in a dynamic environment.

• Effective communication skills.

If you are bold enough and are willing to go the extra mile to deliver outstanding service, we want you! Apply now and send us your resume to become a member of our growing team of experts.

Job Type: Full-time

Pay: $75,000.00 - $100,000.00 per year

Schedule:

• Monday to Friday

Work Location: In person