Financial Services Representative

1 week ago


Los Angeles, California, United States Globe Life: CV Organization Full time

Globe Life: CV Organization is seeking a skilled Account Executive to drive business growth by developing strong client relationships and offering tailored financial solutions. As a key member of our team, you will play a crucial role in helping clients protect their financial futures while experiencing personal and professional growth.

Key Responsibilities
  • Develop and maintain relationships with clients to understand their financial needs and goals.
  • Provide clients with expert financial guidance and solutions based on their unique circumstances.
  • Prepare and present financial proposals and strategies to clients.
  • Conduct regular follow-up meetings with clients to review their financial plans and make necessary adjustments.
  • Collaborate with other team members to ensure seamless service delivery and client satisfaction.
  • Stay informed about industry trends and developments to provide clients with up-to-date information and advice.
  • Achieve sales targets and contribute to the overall growth and success of the organization.
Requirements
  • Bachelor's degree in accounting, finance, business, or a related field.
  • Strong understanding of financial principles and products.
  • Excellent communication and interpersonal skills.
  • Ability to build and maintain strong relationships with clients.
  • Proven sales experience or a strong desire to succeed in a sales role.
  • Strong analytical and problem-solving skills.
  • Willingness to learn and adapt in a fast-paced environment.


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