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Financial Services Representative

2 months ago

Cherry Hill, New Jersey, United States Cascade Innovations Full time
About the Role

We are seeking a highly skilled and motivated Financial Services Representative to join our team at Cascade Innovations. As a key member of our sales team, you will be responsible for providing exceptional customer support and guidance to our clients regarding our financial products and services.

Key Responsibilities
  • Provide expert advice and support to customers on our financial products and services
  • Acquire new customers through professional and effective sales techniques
  • Take ownership of products related to credit and retirement planning, developing tailored financial solutions that meet our clients' needs
  • Build and maintain strong relationships with customers through excellent service and communication
  • Work collaboratively with our team to achieve sales targets and drive business growth
Requirements
  • Completed apprenticeship as a Bank Clerk or comparable qualification in the financial services industry
  • Experience in advising private customers and providing exceptional customer service
  • Strong service mentality and ability to work independently and as part of a team
  • Ability to work in a fast-paced environment and adapt to changing priorities
What We Offer

We offer a secure and dynamic work environment, with opportunities for professional growth and development. Our team is committed to excellence and innovation, and we are looking for like-minded individuals to join us.