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Financial Services Representative

2 months ago

Round Rock, Texas, United States PFS - Frisco, TX Full time
About the Job

We are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a key member of our organization, you will be responsible for providing exceptional service to our clients and driving business growth.

Key Responsibilities:

  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Provide personalized service and support to clients, addressing their inquiries and concerns in a timely and professional manner.
  • Identify opportunities to upsell and cross-sell our products and services, driving revenue growth and increasing client satisfaction.
  • Collaborate with internal teams to ensure seamless delivery of services and products to clients.

Requirements:

  • High school diploma or equivalent required; bachelor's degree preferred.
  • Minimum 1 year of experience in customer-facing role or sales environment.
  • Excellent communication and interpersonal skills, with ability to work effectively in a team environment.
  • Strong problem-solving and analytical skills, with ability to think critically and make sound decisions.

What We Offer:

  • Competitive salary and commission structure.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.
  • Recognition and rewards for outstanding performance.

Why Join Our Team?

We are a dynamic and growing organization, committed to delivering exceptional service and value to our clients. Our team members are passionate about making a difference and are dedicated to helping our clients achieve their financial goals. If you are a motivated and customer-focused individual who is looking for a challenging and rewarding career opportunity, we encourage you to apply.