Financial Representative
2 days ago
We are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity TalentSource LLC. As a key member of our team, you will play a critical role in building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.
Key Responsibilities- Develop and maintain strong relationships with clients, understanding their financial needs and goals.
- Provide exceptional customer service, responding to client inquiries and resolving issues in a timely and professional manner.
- Identify opportunities to deepen client relationships and drive business growth through cross-selling and upselling.
- Stay up-to-date on industry trends and developments, applying this knowledge to provide expert advice and guidance to clients.
- Collaborate with internal teams to ensure seamless delivery of services and support to clients.
- 2+ years of experience in a financial services or customer-facing role.
- Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
- Proven track record of success in building and maintaining strong client relationships.
- Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
- Series 7 and 66 licenses, or willingness to obtain.
- A competitive salary range of $45,000 - $75,000 per year, based on experience and qualifications.
- A comprehensive benefits package, including health insurance, retirement plan, and paid time off.
- Opportunities for professional development and growth, including training and education programs.
- A dynamic and supportive work environment, with a team of experienced professionals.
Fidelity TalentSource LLC is a leading provider of financial services, with a commitment to excellence and customer satisfaction. We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and results-driven individual, with a passion for building strong client relationships, we encourage you to apply for this exciting opportunity.
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