Financial Services Representative

2 weeks ago


Terre Haute, Indiana, United States Edward Jones Full time
About the Role

We are seeking a highly motivated and detail-oriented individual to join our team as a Branch Office Administrator. In this role, you will be responsible for providing exceptional client service, managing multiple priorities, and working independently to achieve business objectives.

Key Responsibilities
  • Deliver personalized service to clients, ensuring they feel understood and informed
  • Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
  • Actively listen for situations in clients' lives that may indicate a need for additional services
  • Drive marketing activities, such as planning and executing events
What We Offer
  • A comprehensive 6-month training program, including an experienced peer to help mentor you
  • A wide support network that extends from your branch office to your region to the home office
  • A competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits
Requirements
  • Ability to deepen and broaden client relationships
  • Ability to identify opportunities to create efficiency
  • Strong ability to work independently
  • Ability to manage multiple priorities in a deadline-driven environment
  • Proficient in current and new office technology
  • Willingness to learn how financial services/markets work


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