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Financial Representative
2 months ago
About the Role
Fidelity TalentSource LLC is seeking a skilled Financial Representative to join our team. As a key member of our branch, you will play a vital role in building strong relationships with our clients and driving business growth.
Key Responsibilities
- Develop and maintain a deep understanding of our clients' financial needs and goals
- Provide exceptional customer service and support to clients, ensuring their needs are met and exceeded
- Identify opportunities to deepen relationships with clients and drive business growth
- Partner with colleagues to achieve business objectives and contribute to a positive branch culture
Requirements
- Strong interpersonal and communication skills, with the ability to build rapport with clients and colleagues
- Ability to assess client needs and identify opportunities to drive business growth
- Remarkable attention to detail and ability to prioritize tasks effectively
- Organizational skills to manage multiple tasks and deadlines
What We Offer
- A competitive total rewards package, including a stable base salary and benefits
- Opportunities for professional growth and development, including training and mentorship
- A collaborative and supportive work environment, with a focus on teamwork and branch success
About Fidelity TalentSource LLC
Fidelity TalentSource LLC is a leading provider of financial services, dedicated to helping individuals and businesses achieve their financial goals. We are committed to building strong relationships with our clients and driving business growth through exceptional service and support.
