Financial Services Representative Specialist

6 days ago


Bar Harbor, Maine, United States Disability Solutions Full time
Job Description

In this role as a Financial Services Representative I, you will play a vital part in guiding clients through life's transitions, providing expert advice, and delivering a world-class client experience. Your responsibilities will include:

* Identifying client needs and developing effective solutions by referring sales opportunities to specialist teams
* Focusing daily on service to sales with existing clients, growing relationships, and guiding clients towards meeting their financial objectives
* Providing exceptional client care, resolving inquiries, and addressing concerns in a timely and professional manner

Key Skills and Qualifications

We're looking for candidates who possess excellent communication and interpersonal skills, with a passion for delivering exceptional client care. Key qualifications include:

* Self-motivated, goal-oriented individual with ability to multitask in a fast-paced environment
* Strong computer skills and proficiency in relevant software applications
* Ability to identify client needs and find proper solutions to meet those needs
* Effective communicator with an aptitude for sales and relationship management

Compensation and Benefits

This role offers a competitive hourly pay rate of $24-$25.96, depending on experience, education, and skill set. You'll also enjoy industry-leading benefits, access to paid time off, and resources to support your growth and well-being. As a key member of our team, you'll have opportunities to develop new skills, advance your career, and make a meaningful impact in the lives of our clients.

Why Work with Us

* Be part of a dynamic team that's passionate about delivering exceptional client care
* Enjoy a collaborative and supportive work environment with a focus on teamwork and open communication
* Have opportunities for advancement and career growth within our organization
* Access to industry-leading tools and technologies to help you succeed in your role

We're committed to creating a workplace where everyone can thrive, grow, and make a genuine impact. If you're passionate about delivering exceptional client care and have a passion for developing strong relationships, we encourage you to apply.

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