Financial Services Representative
1 week ago
We are seeking a motivated and detail-oriented Financial Services Representative to join our team at Trilogy Financial.
About the Role:
This is an exciting opportunity for a recent graduate or career changer to embark on a rewarding career in financial services. As a Financial Services Representative, you will be responsible for assisting clients with their financial needs, providing exceptional customer service, and developing strong relationships with colleagues and clients.
Key Responsibilities:
- Assist clients with their financial needs, including retirement planning, investment advice, and insurance products.
- Provide exceptional customer service, responding promptly to client inquiries and resolving issues in a timely manner.
- Develop strong relationships with colleagues and clients, fostering a collaborative and supportive work environment.
- Stay up-to-date with industry developments and best practices, attending training sessions and workshops as needed.
- Meet or exceed sales targets, consistently delivering high-quality results and achieving goals.
Requirements:
- Bachelor's degree in finance, business, or a related field (or equivalent experience).
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.
- Ability to work in a fast-paced environment, meeting deadlines and adapting to changing priorities.
- Series 65 license or ability to obtain within 6 months of hire date.
Benefits:
- Competitive salary: $27.00 per hour.
- Comprehensive benefits package, including health, dental, and vision insurance.
- 401(k) matching program and profit-sharing opportunities.
- Ongoing training and professional development opportunities.
- A dynamic and supportive work environment, with opportunities for growth and advancement.
About Trilogy Financial:
Trilogy Financial is a nationwide firm with over $3 billion in assets under management. We are committed to building long-term relationships with our clients, providing personalized financial solutions, and helping individuals achieve their financial goals.
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