Financial Services Representative

3 weeks ago


San Jose, California, United States GAEL Rodriguez Insurance Agency Full time
Role Overview

The GAEL Rodriguez Insurance Agency seeks a skilled Financial Services Representative to join our team. This role involves providing exceptional customer service and support to clients, while promoting financial products and services.

Key Responsibilities:

  • Build and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Present and sell financial products and services, such as life insurance, annuities, and investments.
  • Provide expert advice and guidance on financial planning and wealth management strategies.
  • Identify and pursue new business opportunities, developing strategic partnerships and networks.

Requirements:

  • Previous experience in financial services, customer service, or related fields.
  • Strong communication and interpersonal skills, with ability to build trust and rapport with clients.
  • Proven track record of success in sales and business development, with a focus on building long-term relationships.
  • Ability to stay up-to-date with industry trends and regulatory changes, adapting recommendations and strategies accordingly.

Estimated salary: $70,000 - $90,000 per year, depending on location and experience. Benefits include health insurance, retirement plan, paid time off, and opportunities for career advancement.



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