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Financial Services Representative
2 months ago
We are seeking a highly motivated and ambitious individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets.
Key Responsibilities:- Develop and maintain relationships with clients to understand their financial needs and goals.
- Provide holistic financial advice and solutions to clients, including individual insurance products.
- Collaborate with cross-functional teams to ensure seamless application and underwriting processes.
- Meet and exceed sales targets through effective sales strategies and techniques.
- Ability to successfully achieve criteria of Trainee Program.
- Must pass the CRD/FINRA background check at hire and ongoing.
- Ability to travel up to 50% of the work period and maintain a valid driver's license.
- Knowledge of the Insurance/Financial Services industry, products, and marketing practices.
- Bachelor's degree or equivalent preferred but not required.
- Comprehensive training program to develop skills required to provide holistic financial advice to clients.
- Opportunity to work with a diverse community of co-workers who value different ideas and opinions.
- Competitive compensation and benefits package, including 11 paid holidays and two floating holidays.
