Financial Services Representative
3 weeks ago
**Key Responsibilities:**
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Work with the agent to establish and meet marketing goals
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Bachelor's degree in finance, economics, accounting, or a related field.
- Must be able to obtain relevant financial service licenses.
- Proven experience working as a financial services representative.
- Sound knowledge of financial legislation.
- Proficiency in Microsoft Office applications.
- Strong mathematical skills.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Successful track record of meeting sales goals/quotas preferred
- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Health benefits
- Profit sharing
- Growth potential/Opportunity for advancement within my office
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Financial Representative Trainee Position
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Miami, Florida, United States Community Choice Financial Family of Brands Full timeJob DescriptionAs a Customer Service Representative at Community Choice Financial Family of Brands, you will play a vital role in delivering exceptional customer experiences and providing financial solutions to our diverse customer base. Your ability to build connections, offer personalized services, and maintain a high level of accuracy will be essential in...
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Financial Representative Trainee
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