Financial Services Advisor

5 days ago


Topeka, Indiana, United States Interra Full time
Role Overview

We are seeking a highly skilled Financial Services Advisor to join our team at Interra. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with existing and prospective members, identifying new business opportunities, and driving revenue growth.

Key Responsibilities:

  • Cultivate and maintain relationships with existing and prospective members to identify and pursue new business opportunities.
  • Develop and execute sales strategies to drive revenue growth and meet or exceed sales targets.
  • Work closely with internal teams, including credit, lending, and marketing, to ensure seamless execution of sales initiatives.
  • Analyze market trends and competitor activity to stay ahead of the competition and inform sales strategies.

About You:

  • 1+ year customer service experience in banking, retail, or related field.
  • A high school diploma or equivalent is required; a bachelor's degree in a related field is preferred.
  • Strong communication and interpersonal skills, with the ability to build rapport with diverse individuals and groups.
  • Ability to work independently and as part of a team, with a focus on delivering exceptional member service.

What We Offer:

  • Competitive salary range: $45,000 - $60,000 per annum.
  • Comprehensive health insurance, 401(k) matching, tuition reimbursement, company holidays, and generous PTO.
  • Ongoing training and development opportunities to enhance your skills and knowledge.


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