Financial Services Representative

1 day ago


Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full time
Job OverviewAs a Financial Services Representative, you will play a crucial role in helping clients and businesses achieve their financial goals. You will act as a liaison between clients and financial institutions, providing advice and solutions to meet their needs.

Key Responsibilities:

  • Obtain and maintain professional licenses and continuing education
  • Learn and utilize financial tools and software
  • Educate clients on financial literacy and provide personalized advice
  • Consult with clients and prospective clients to assess financial goals and provide product recommendations
  • Develop and maintain a client base through referrals and networking
  • Assist with product submissions and ensure timely follow-up

Preferred Qualifications:

  • Minimum HS Diploma
  • Energetic and positive demeanor
  • Entrepreneurial mindset and creativity
  • Coachable, hungry, and humble with mental toughness
  • Responsible, dependable, and punctual
  • Present a professional image and maintain high levels of integrity
  • Excellent interpersonal communication skills
  • Ability to persevere and adapt to changing situations
  • Strong analytical reasoning skills

Global Financial Impact - Marco Esquivel offers a unique opportunity for career growth and development. If you are a motivated and results-driven individual, we encourage you to apply for this exciting opportunity.



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