Financial Services Representative

4 days ago


Mt Joy, United States Team Builder Recruiting Full time
About the Role

We are seeking a highly motivated and experienced Financial Representative to join our team at Team Builder Recruiting. As a Financial Representative, you will be responsible for building and maintaining relationships with clients, providing financial guidance and product sales, and fostering a culture of trust and professionalism.

Key Responsibilities
  • Client Relationship Building: Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Financial Guidance: Provide expert advice on financial products and services, including life insurance, annuities, Medicare supplements, and investments.
  • Product Sales: Sell financial products and services to clients, ensuring they meet their financial needs and goals.
  • Business Development: Identify new business opportunities and develop strategies to acquire new clients.
  • Communication and Interpersonal Skills: Possess excellent communication and interpersonal skills, able to explain complex financial concepts in a clear and concise manner.
  • Problem-Solving: Demonstrate strong problem-solving skills, able to analyze complex financial situations and provide effective solutions.
Requirements
  • Experience: A college degree in Finance or a related field, or equivalent experience in banking, insurance, or sales.
  • Licensing: Must have a PA Life & Health Insurance license or be willing to obtain one before starting.
  • Software/Technology Skills: Proficient in Windows-based software and Microsoft Office Suite, with experience in CRM systems a plus.
  • Excellent Communication & Interpersonal Skills: Respectful, diplomatic, and professional in interactions with others.
  • Proactive: Self-disciplined and demanding of oneself, a self-starter who is energetic and enthusiastic towards phone work in a fast-paced environment.
  • Problem-Solver: Not afraid to ask for help, but not helpless, takes the initiative to find answers and cultivates a continuous improvement mindset.
What We Offer
  • Competitive Pay: Based on experience and performance.
  • Bonus Opportunities: Eligible for bonuses based on performance.
  • Growth Opportunities: Opportunities for career advancement and professional growth.
  • Health, Dental, & Vision Benefits: Comprehensive benefits package.
  • PTO & Paid Holidays: Generous time off and paid holidays.
  • Generous Retirement Plan: 401(k) matching program.
  • Short-Term Disability Insurance: Comprehensive disability insurance.
  • Life Insurance: Basic life insurance coverage.
  • Profit Sharing: Eligible for profit-sharing program.
  • Industry-Specific Training: Provided to ensure success in the role.
  • Paid Identity Theft Protection: Provided to protect your identity.
  • Flexibility: Flexible work arrangements to accommodate family needs.


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