Financial Services Representative

2 weeks ago


West Palm Beach, Florida, United States J & S INC Full time
About the Job

We are seeking a highly motivated and self-disciplined individual to join our team as a Financial Services Representative. As a key member of our team, you will be responsible for meeting and contacting new potential clients to discuss their financial concerns and needs.

Responsibilities

  • Meeting and contacting new potential clients to discuss financial concerns and needs
  • Conducting information-gathering meetings with clients
  • Analyzing client needs and presenting potential solutions
  • Providing ongoing service to clients
  • Developing and implementing personal business and marketing plans
  • On-going development of professional skills and knowledge
  • Participate in marketing and expansion strategies and efforts
  • Provide exceptional customer service
  • Learn financial strategies to improve your own knowledge and help others
  • Help individuals, families, and businesses with identifying and implementing strategies to achieve short-term, mid-term, and long-term financial goals, including but not limited to retirement planning, college planning, debt management, insurance, investments, estate & legacy goals.

Qualifications

  • Legal U.S. Resident, Citizen, or Work Permit with SSN
  • Must be able to pass a background check
  • Accountable with a high level of integrity (critical in this regulated and customer-based industry)
  • Teachable and open to learning the business and financial principles that expand your own personal and professional Financial IQ
  • A working professional (either part-time, full-time) in a role which pays steady income.
  • Highly self-motivated and self-disciplined with the ability to work effectively with little or no supervision
  • Organized, detail-oriented, and excellent time-management skills
  • Strong sales, analytical, decision-making, interpersonal, leadership, and communications skills
  • Ability to work in a team-based environment
  • Previous athlete and/or coaching professional training
  • Have a natural desire to learn and educate others about money
  • Willingness to get a license in the financial industry.

Skills

  • Computer software-Zoom, Office software (spreadsheets, documents, etc), Google Calendar, Google Drive.
  • Business-to-Business (B2B)
  • Interpersonal Skills
  • Learning
  • Customer Service
  • Team Leadership
  • Sales Management
  • Direct Sales
  • Sales & Marketing


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