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Financial service representative
$49k-69k (estimate)
Full Time 3 Weeks Ago
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Yield Solutions Group LLC is Hiring a Financial service representative Near Englewood, CO

Job Description

Job Description

Financial Services Representative

Company

Based in the Denver Tech Center, Yield Solutions Group / RefiJet is dedicated to providing exceptional finance solutions through transparency, security and education.

Our vision is to deliver the most innovative experience through focus on service, technology, our corporate culture and core values.

These core values drive our every decision :

  • Integrity
  • Respect
  • Accountability
  • Compliance
  • Collaboration
  • Passion
  • Appreciation

Job Summary

We are seeking experienced Financial Services and Sales Representatives. You will ultimately be responsible for working with customers to help them refinance their automobiles.

You will be discussing finance options with qualified leads (no cold calling required) and educating them in the financial risks of auto loans.

Our training begins on July 30th 2024 . After 1 month of intense training and vetting customers you will be eligible to be promoted to Financial Services Representative.

This is a commission only role with real opportunity to earn over $100k per year.)

This is an opportunity to work with a fast-moving vibrant company in a true team environment, that is fast paced, energetic truly collaborative, highly ethical and fun.

It is important that you are able to attend the training class on July 30th, 2024

Key Responsibilities

You will be making outbound and receiving inbound calls from consumers across the United States, that will benefit from being able to refinance their auto loans and lower their monthly payments.

You will be trained to walk the borrowers through the application process by phone.

  • Making or receiving 100 calls per day
  • Meet monthly call and sales targets
  • Assist other team members when necessary

Skills and Knowledge

  • Great work ethic
  • Understanding of financial terminology and financial instruments
  • Tenacity
  • Ability to multi-task
  • Friendly personality
  • Computer proficiency
  • Must be able to type 40 wpm
  • Ability to quickly absorb product knowledge and sales processes
  • Fluent in Spanish would be an advantage

Experience :

  • Financial Services or Insurance experience
  • Outbound Call Center Sales experience

What we offer :

  • Full training in the sales process and products
  • Great Benefit package including :
  • Full-Time Base plus Commission Role
  • Health, Dental and Vision Insurance
  • Life Insurance
  • Paid Time Off
  • 401(k) Plan
  • Last updated : 2024-07-09

Job Summary

JOB TYPE

Full Time

SALARY

$49k-69k (estimate)

POST DATE

07/10/2024

EXPIRATION DATE

07/16/2024

WEBSITE

ysgco.com

HEADQUARTERS

Denver, CO

SIZE

<25

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The job skills required for Financial service representative include Product Knowledge, Integrity, Accountability, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial service 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 service representative. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Financial service representative positions, which can be used as a reference in future career path planning. As a Financial service representative, it can be promoted into senior positions as a Financial Retail Sales Assistant II - Registered that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial service representative. You can explore the career advancement for a Financial service representative below and select your interested title to get hiring information.

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If you are interested in becoming a Financial Service 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 Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Service 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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Maintain comprehensive knowledge of all services and products and update all request on development needs.

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Provide efficient sales and services to customers and monitor sales for all referral objectives.

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A financial service representative may advance his career by obtaining certifications and building up more and more accounts.

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To acquire clients, the representative may need to make cold calls, knock on doors, or attend financial seminars.

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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 Service Representative jobs

Be very, very careful when selecting a financial services representative.

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Provide Financial Advice Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.

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Step 3: View the best colleges and universities for Financial Service Representative.

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