53 Financial Services Representative Jobs in Fort Worth, TX
Primerica is Hiring a Financial Services Representative Near Fort Worth, TX
About Us: Primerica is a leading financial services company dedicated to helping families achieve financial independence. We provide comprehensive financial solutions and services, including insurance, investment, and retirement planning, to meet the diverse needs of our clients. Our mission is to empower individuals with the knowledge and tools they need to make informed financial decisions and secure a brighter future.
Job Description: We are seeking a motivated and dedicated Financial Services Representative to join our team. In this role, you will work closely with clients to assess their financial needs and provide personalized solutions to help them achieve their financial goals. This position offers a unique opportunity to build a rewarding career while making a positive impact on the lives of others.
Key Responsibilities:
- Develop and maintain strong relationships with clients, understanding their financial needs and goals.
- Provide comprehensive financial planning services, including insurance, investment, and retirement planning.
- Conduct client consultations to assess financial situations and recommend appropriate products and services.
- Educate clients on financial concepts and strategies to help them make informed decisions.
- Assist clients with the implementation of financial plans and monitor progress towards their goals.
- Stay current with industry trends and regulations to provide up-to-date advice and solutions.
- Participate in ongoing training and development programs to enhance your knowledge and skills.
- Collaborate with team members to achieve company goals and deliver exceptional client service.
Qualifications:
- High school diploma or equivalent required; Bachelor’s degree in Finance, Business, or related field preferred.
- Proven experience in financial services, sales, or customer service is a plus.
- Strong communication and interpersonal skills with the ability to build rapport and trust with clients.
- Excellent problem-solving and analytical skills.
- Self-motivated with a high level of integrity and a strong work ethic.
- Ability to work independently and as part of a team.
- Must be licensed or willing to obtain necessary licenses (Life Insurance, Securities, etc.).
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with financial software is a plus.
Benefits:
- Competitive compensation package with performance-based incentives.
- Comprehensive training and professional development programs.
- Opportunities for career advancement and growth within the company.
- Flexible work schedule and the potential for remote work.
- Supportive and collaborative team environment.
- Access to a wide range of financial products and services to offer clients.
How to Apply: If you are passionate about helping others achieve their financial goals and are looking for a rewarding career in financial services, we would love to hear from you. Please submit your resume and a cover letter detailing your relevant experience and why you are interested in this position.
Contact Information:
Jada Truong
Financial Advisor Primerica
Jadaktruong@gmail.com
Job Summary
Full Time
Insurance
$47k-59k (estimate)
06/12/2024
07/05/2024
OXFORD, PA
15,000 - 50,000
2020
$200M - $500M
Insurance
Related Companies
The job skills required for Financial Services Representative include Customer Service, Products and Services, Problem Solving, Microsoft Office, Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Services Representative positions, which can be used as a reference in future career path planning. As a Financial Services Representative, it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative. You can explore the career advancement for a Financial Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.
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A financial service representative provides financial advice and matches financial products with customers' needs and goals.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Representative jobs
Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.
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Opt for more than a basic bank account.
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Soft skills for financial services representative roles can be of help.
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Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.
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Step 3: View the best colleges and universities for Financial Services Representative.
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