Financial Services Representative
6 days ago
Key Responsibilities
- Conduct customer-focused reviews to educate customers about insurance options and provide personalized recommendations.
- Collaborate with the agent to establish and achieve marketing goals.
- Identify customer needs, develop leads, schedule appointments, and market appropriate financial products and services.
- Bachelor's degree in finance, economics, accounting, or a related field.
- Ability to obtain relevant financial service licenses.
- Proven experience working as a financial services representative.
- Strong knowledge of financial legislation.
- Proficiency in Microsoft Office applications.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication and customer service skills.
- Successful track record of meeting sales goals/quotas preferred.
- Competitive salary plus commission/bonus.
- Paid time off (vacation and personal/sick days).
- Health benefits.
- Profit sharing.
- Opportunities for growth and advancement within the agency.
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Financial Services Representative
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