Financial Sales Representative

3 weeks ago


La Follette, United States First Volunteer Full time
Job Title: FSR (Financial Sales Representative)

As a key member of our team at First Volunteer, you will play a vital role in helping our customers achieve their financial goals. Your primary responsibility will be to build strong relationships with our customers, understanding their financial needs and providing expert advice on our products and services.

Key Responsibilities:
  • Represent First Volunteer with integrity and professionalism, delivering exceptional customer service and ensuring that our customers receive the best possible experience.
  • Act as a dynamic team member, working closely with branch personnel to identify customer needs and provide tailored financial solutions.
  • Execute a high volume of outbound calls and customer conversations to acquire new customer relationships and deepen existing ones.
  • Educate customers on emerging bank technology and digital solutions, making their lives easier and more convenient.
  • Take ownership of customer issues, ensuring that every customer is treated with the utmost care and respect.
  • Deliver referrals to our internal team of experts when additional financial goals and needs are uncovered.
Requirements:
  • High school diploma or equivalent
Skills and Competencies:
  • Basic computer skills
  • Excellent communication and interpersonal skills
  • Stellar customer service skills
  • Demonstrated successful sales performance
  • Ability to learn and follow financial center operation and security procedures

First Volunteer is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment.



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