Financial Services Representative
2 weeks ago
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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