Financial Services Representative

5 days ago


Orlando, Florida, United States S & L Recruiting Services Full time
About the Opportunity

We are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a key contact and liaison for clients, you will play a vital role in ensuring they receive the financial education and support needed to achieve their goals.

No prior financial industry experience is required, as all training is provided by our expert leadership. We favor those who have demonstrated experience in serving others, such as educators, military personnel, or public servants, and are willing to grow their skillset.

A strong entrepreneurial or leadership focus is a plus, as we empower our agents to take initiative and make decisions that benefit our clients. You will engage with clients, providing financial education and support needed in a timely, professional, and courteous manner.

Responsibilities:

  • Assist and educate clients with consumer and small business solutions and strategies.
  • Leverage available resources, technologies, and processes to optimize the client experience.
  • Adhere to established processes, laws, and guidelines in performing day-to-day activities.
  • Manage client interactions by taking the best course of action for them at all times.

Must have:

  • Ambition and drive to make a positive impact in the community.
  • Customer service and/or management experience.
  • Ability to pass a background check.
  • Ability to pass a state licensing exam.
  • Age 18 or older and U.S. citizenship.
  • Computer with a camera.

We provide:

  • Study materials and preparation support to pass your exam within 1 week.
  • Remote and hybrid work options.
  • In-house online tools and training.
  • Personalized scheduling to accommodate your lifestyle.
  • Weekly training and coaching by top industry leaders.
  • A proven system that will lead to your success if followed.

Skills:

  • Active Listening.
  • Business Acumen.
  • Customer and Client Focus.
  • Oral Communications.
  • Problem Solving.
  • Relationship Building.
  • Prospecting.
  • Referral Identification.
  • Referral Management.

Hours per week:

  • Minimum of 8 hours; no maximum.

Remote Work: No



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