Financial Services Representative

3 weeks ago


Swanton, Ohio, United States Farmers and Merchants State Bank Full time
Job Summary

We are seeking a highly motivated and experienced Financial Services Representative to join our team at Farmers and Merchants State Bank. As a Financial Services Representative, you will be responsible for selling investment products and services to our customers, providing exceptional customer service, and meeting sales goals.

Key Responsibilities
  • Sales and Customer Service: Sell investment products and services to customers, including stocks, bonds, mutual funds, and insurance products.
  • Portfolio Management: Provide regular reviews and analysis of customers' investment portfolios to ensure they are aligned with their financial goals.
  • Marketing and Business Development: Develop and implement marketing strategies to attract new customers and grow existing relationships.
  • Training and Education: Participate in ongoing training and education to stay up-to-date on industry developments and best practices.
Requirements
  • Education: Bachelor's degree in a related field, such as finance or business.
  • Experience: At least 4 years of experience in investment sales or a related field.
  • Licenses and Certifications: Series 7, Life and Health Insurance License, and either Series 63 and 65 or 66.
  • Skills: Strong communication and interpersonal skills, ability to work independently and as part of a team, and proficiency in Microsoft Office and other software applications.
Working Conditions

The Financial Services Representative will work in a fast-paced banking environment, interacting with customers and colleagues on a regular basis. The ideal candidate will be able to work independently and as part of a team, and will be able to adapt to changing priorities and deadlines.



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