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Financial Services Representative

2 months ago

Melville, New York, United States Equitable Services Full time
About Equitable Services

Equitable Services is a leading provider of financial solutions, dedicated to helping individuals and businesses achieve their long-term goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial strategies to meet the unique needs of our clients.

Job Summary

We are seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for building and maintaining relationships with clients, providing financial guidance and advice, and helping them achieve their financial objectives.

Key Responsibilities
  • Build and maintain relationships with clients to understand their financial needs and goals
  • Provide financial guidance and advice to clients, including investment and retirement planning
  • Develop and implement customized financial strategies to meet the unique needs of clients
  • Stay up-to-date on industry trends and developments to provide the best possible service to clients
  • Collaborate with other team members to achieve business objectives and provide exceptional customer service
Requirements
  • Bachelor's degree in a related field (e.g. finance, business, economics)
  • Strong communication and interpersonal skills
  • Ability to build and maintain relationships with clients
  • Results-driven and motivated individual with a strong work ethic
  • Ability to work in a fast-paced environment and adapt to changing priorities
What We Offer
  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • Collaborative and supportive work environment
  • Recognition and rewards for outstanding performance