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Financial Services Representative

2 months ago

Vineyard Lake, United States Nexus Enterprises Full time

Nexus Enterprises is a leading financial institution dedicated to providing exceptional service to our clients. As a Financial Services Representative, you will play a crucial role in helping our customers achieve their financial goals.

**Key Responsibilities:**

  • Provide personalized financial guidance and support to assigned customers.
  • Identify and acquire new customers through proactive outreach and engagement.
  • Help customers navigate our range of financial products and services.
  • Schedule appointments and proactively approach customers to refer them to our individual customer advisors.

**Requirements:**

  • Completion of an apprenticeship as a bank clerk or Sparkassen clerk.
  • High level of sales orientation, strong communication skills, confident demeanor, and resilience.
  • Commitment, initiative, strong sense of quality, and teamwork.
  • Meet the reliability requirements of the WpHG-MaAnzV and BaFin regulations.

**What We Offer:**

  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive compensation package.