The Financial Service Representative is responsible for direct management and oversight of individual's field performance, including new business acquisition & existing portfolio management.
The financial services representative's responsibilities include responding to clients' inquiries in a professional manner, providing sound financial advice to clients to protect their assets. You should also be able to follow up with clients to ensure that they are satisfied with the products or services purchased.
To be successful as a financial services representative, you should be able to build rapport with clients and continually meet or exceed sales goals. Ultimately, a top-performing financial services representative should be knowledgeable of financial regulations as well as demonstrate exceptional communication, analytical, and customer service skills.
What We Offer
Financial Service Representative • Saraland, AL, US
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