Financial Services Representative

3 weeks ago


Houston, United States Aflac Full time

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.
- Strong mathematical and problem-solving skills.
- Ability to thrive in a dynamic environment.
- Effective communication skills.

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

Schedule:

- Monday to Friday

Work Location: In person



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