Financial Services Representative

6 days ago


Fort Washington, Pennsylvania, United States Citizens Full time
Key Responsibilities

The Virtual Financial Advisor will be responsible for delivering personalized financial strategies to mass affluent clientele. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals.

The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies, and present investment choices by analyzing the clients' information, including assets, income, debts, and other liabilities, cash flow, and tax status.

Primary Responsibilities
  • Focus on Clients: Aspire to deliver world-class customer service.
  • Drive Sales: Analyze the clients' investment needs and achieve sales growth goals by delivering an exceptional virtual experience.
  • Build Book of Business: Proactively seek ways to develop and expand client relationships.
  • Maximize Personal Efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals.
  • Grow Your Own Capabilities: Actively participate in opportunities to expand knowledge, influencing, and interpersonal skills.
Qualifications, Education, Certifications, and/or Other Professional Credentials

The ideal candidate will have:

  • Active Series 7 and 63 licenses, and life insurance licenses.
  • An established track record of top-ranked sales performance.
  • Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales.
  • The ability to adapt quickly to changing requirements or environments.


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