Financial Services Representative
1 month ago
Job Summary: We are seeking a skilled Financial Services Representative to join our team at PHP Financial Services. As a Financial Services Representative, you will be responsible for developing and maintaining strong relationships with clients, providing expert financial guidance, and helping them achieve their financial goals.
Key Responsibilities:
* Identify and secure new clients to serve as trusted advisors for crucial financial decisions
* Gather and assess each client's financial information to determine factors such as financial status, cash flow, and financial goals
* Develop and implement customized financial plans for each client based on their life stage, professional circumstances, and fluctuating financial needs
* Provide strategic product, plan, and investment recommendations to support clients' progress toward their financial goals
Requirements:
* Strong communication and math skills
* Basic knowledge of computer programs including Microsoft Office, financial planning software, and CRM systems
* Baseline knowledge of financial industry concepts and financial products
About PHP Financial Services:
Our mission is to cultivate a dynamic and enjoyable environment where integrity, transparency, and trust are at the core of everything we do. We believe that relationships are the foundation of success, and we foster connections that go beyond transactions. Our team is dedicated to empowering our members to grow as professionals and leaders in every aspect of their lives.
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