Financial Services Representative
1 day ago
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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Financial Services Representative
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Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeUnlock Your Potential in Financial ServicesAt Global Financial Impact, we're seeking a talented Financial Services Representative to join our team. As a key member of our organization, you'll play a vital role in helping clients and businesses achieve their financial goals.About the RoleThis is a unique opportunity to leverage your skills and experience in...
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Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeUnlock Your Potential in Financial ServicesAt Global Financial Impact, we're seeking a talented Financial Services Representative to join our team. As a key member of our organization, you'll play a vital role in helping clients and businesses achieve their financial goals.About the RoleThis is a unique opportunity to leverage your skills and experience in...
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Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeUnlock Your Potential in Financial ServicesAt Global Financial Impact, we're seeking a talented Financial Services Representative to join our team. As a key member of our organization, you'll play a vital role in helping clients and businesses achieve their financial goals.About the RoleThis is a unique opportunity to leverage your skills and experience in...
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Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeUnlock Your Potential in Financial ServicesAt Global Financial Impact, we're seeking a talented Financial Services Representative to join our team. As a key member of our organization, you'll play a vital role in helping clients and businesses achieve their financial goals.About the RoleThis is a unique opportunity to leverage your skills and experience in...
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Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeUnlock Your Potential in Financial ServicesAt Global Financial Impact, we're seeking a talented Financial Services Representative to join our team. As a key member of our organization, you'll play a vital role in helping clients and businesses achieve their financial goals.About the Role:Provide expert advice and solutions to clients and businesses,...
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