45 Financial Sales Representative Jobs in Spartanburg, SC
South Carolina Federal Credit Union is Hiring a Financial Sales Representative Near Spartanburg, SC
South Carolina Federal Credit Union is currently seeking a Financial Sales Representative to join our team of outstanding professionals at our Spartanburg Financial Center in Spartanburg, SC.
Duties include but are not limited to:
- Navigate multiple systems to professionally perform Sale tasks in person and by telephone/email with a high degree of accuracy and speed in a high-volume, fast-paced financial center environment.
- Sales tasks include, but are not limited to, opening/closing/maintenance of loans and opening a variety of new accounts, IRAs, safety deposit boxes, and other products and services offered by the credit union, as well as conducting other Sales related tasks.
- Professionally correspond with consumer and business members and provide superior member service.
- Consistently meet or exceed sales/performance objectives and operational standards.
- Maintain an active prospect list and professionally correspond with members or potential members to identify their financial needs and to build long-term relationships.
- Maintain effective sales skills and in-depth product and service knowledge in order to offer products and services that best fit the members' needs.
- Refer business, mortgage, insurance, and investment products and services.
- Assist members with various online products and services offered.
- Appropriately handle member complaints and resolve problems.
- Properly verify members' identification and ensure confidentiality of members' information.
- Possess a minimum of one year of experience working specifically in a sales position selling products and/or services with a proven record of meeting or exceeding sales goals.
- Possess a minimum of one year of experience working as a successful Financial Service Representative II at SC Federal that consistently meets or exceeds performance objectives and operational standards or one year experience working specifically in a sales position selling products and/or services with a proven record of meeting or exceeding sales goals.
- Possess excellent verbal and written communication skills in order to communicate effectively with members and employees in person and by telephone/email.
- Demonstrated ability to successfully perform duties with a high degree of accuracy and speed in a high-volume, fast-paced environment.
- Demonstrated ability to generate new business by outbound calling and reaching out to the local community.
- Demonstrated ability to provide superior member/customer service.
- Demonstrated ability to engage in relationship building discussions.
- Demonstrated ability to identify and anticipate members' needs and offer products and services.
- Demonstrated ability to achieve performance objectives and operational standards.
- Demonstrated ability to professionally handle member complaints with a successful outcome.
- Demonstrated ability to effectively multi-task.
- Possess time management and organizational skills.
- Possess problem solving and decision-making skills.
- Possess interpersonal skills and the ability to work well with others.
- Possess basic proficiency in Windows based programs.
- Possess intermediate mathematical skills performing calculations involving adding, subtracting, multiplying, and dividing.
- Possess a High School Diploma or equivalent (GED)
South Carolina Federal Credit Union is an Equal Employment Opportunity Employer.
Job Summary
Full Time
$64k-84k (estimate)
06/25/2024
07/11/2024
scfederal.org
Virginia Beach, VA
200 - 500
Consumer Services
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The following is the career advancement route for Financial Sales Representative positions, which can be used as a reference in future career path planning. As a Financial Sales Representative, it can be promoted into senior positions as a Sales Manager - Medicare Products that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Sales Representative. You can explore the career advancement for a Financial Sales Representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Sales 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 Sales Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Sales Representative job description and responsibilities
Develop financial strategies and plans and recommend specific products to clients.
03/08/2022: Salem, OR
Supervise all finance sales process and manage multiple responsibilities.
05/03/2022: Lubbock, TX
Coordinate with other departments for the efficiency on all sales procedures and activities.
03/29/2022: Sacramento, CA
They recommend financial services and products to meet client needs.
02/11/2022: Altoona, PA
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.
05/03/2022: Rapid City, SD
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 Sales Representative jobs
Find an entry-level sales position.
02/25/2022: El Paso, TX
Proven experience working as a financial services representative.
03/10/2022: Mesa, AZ
Step 3: View the best colleges and universities for Financial Sales Representative.
