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Financial Services Representative
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Full-time
- We are looking to hire a detail-oriented financial services representative to persuade clients to purchase our financial products and services.
- The financial services representative’s responsibilities include responding to clients' inquiries in a professional manner, 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 should be able to build rapport with clients and continually meet or exceed sales goals.
- Ultimately, a top-performing financial services representative should be knowledgeable of financial regulations as well as demonstrate exceptional communication, analytical, and customer service skills.
- Collecting pertinent client information to provide investment options that align with clients' financial situations.
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