Financial Services Representative

1 day ago


Saugus, Massachusetts, United States Great Lakes Credit Union Full time
About the Role

We are currently seeking a Financial Services Representative (Spanish) to join our team at Great Lakes Credit Union Insurance Company.

The successful candidate will be responsible for selling financial services, including insurance, investments, and retirement planning, to individuals and businesses in the community. They will work closely with members to understand their financial goals and provide personalized solutions to meet those goals.

This is a full-time position that offers a competitive salary of $65,000 per year, plus commissions and bonuses. The ideal candidate will have excellent communication and interpersonal skills, as well as the ability to build strong relationships with clients and colleagues.

Salary Range: $65,000 - $80,000 per year

About Us: Great Lakes Credit Union Insurance Company is a leading provider of financial services to individuals and businesses in the community. We are committed to providing exceptional service and value to our members, and we are looking for talented professionals who share our vision.

Key Responsibilities:

  • Sell financial services to individuals and businesses in the community
  • Work closely with members to understand their financial goals and provide personalized solutions
  • Built strong relationships with clients and colleagues
  • Maintain accurate records and reports related to sales and customer interactions
  • Participate in ongoing training and professional development to stay up-to-date on industry trends and best practices

Requirements:

  • 2-3 years of experience in financial services sales or a related field
  • Strong communication and interpersonal skills
  • Ability to build strong relationships with clients and colleagues
  • Familiarity with financial services products and services
  • Ability to work in a fast-paced environment and meet sales targets


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