Financial Services Representative
6 days ago
Key Responsibilities:
- Deliver exceptional personalized service to ensure clients feel understood and informed
- Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
- Actively listen for situations in the clients' lives that may indicate a need for additional services
Requirements: To be successful in this role, you will need:
- A strong ability to deepen and broaden client relationships
- The ability to identify opportunities to create efficiency
- Strong ability to work independently
- Ability to manage multiple priorities in a deadline-driven environment
- Proficient in current and new office technology
- Willingness to learn how financial services/markets work
Benefits: We offer a competitive salary range of $45,000 - $65,000 per year, depending on location and experience. You will also receive comprehensive 6-month training, including an experienced peer to help mentor you. Our team will be there every step of the way, providing a wide support network that extends from your branch office to your region to the home office.
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