Financial Services Consultant

4 days ago


Mira Loma, California, United States Disability Solutions Full time
About the Role:
At Disability Solutions, we are committed to helping individuals with disabilities achieve their financial goals. As a Business Solutions Advisor, you will play a critical role in providing personalized service and guidance to clients through our full range of borrowing and banking offerings.

Job Description:
This position is responsible for building and deepening relationships with new and existing clients by leveraging the capabilities of our bank. You will analyze client financial needs and apply knowledge of borrowing and banking to recommend alternative or additional financial services that best align with their unique priorities.

Key Responsibilities:
  • Recommend financial advice and guidance that align with client financial goals and needs
  • Build and deepen relationships with new and existing clients by leveraging the full capabilities of the bank
  • Analyze client financial needs and apply knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
  • Connect with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
  • Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs

Required Skills and Qualifications:
  • Demonstrated experience and proven success with business-to-business sales, or small business banking
  • Strong communication skills with the ability to effectively influence clients
  • Effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
  • Proven sales track record
  • Ability to build productive partnerships and working relationships
  • Experience with outbound phone sales

Benefits:
We provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Pay Information:
The estimated salary for this role is $26.00 - $32.89 per hour, with opportunities for formulaic incentive eligibility and bonuses.
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