What are the responsibilities and job description for the Financial Services Sales Representative position at Financial Services Remote/Hybrid?
Overview
We are seeking a motivated and detail-oriented Financial Representative to join our dynamic team. In this role, you will play a crucial part in providing exceptional financial services to our clients, helping them navigate their financial needs and achieve their goals. You will be responsible for building strong customer relationships, ensuring compliance with regulations, and promoting our financial products and services.
Duties
- Develop and maintain customer relationships through effective communication and personalized service.
- Assist clients with loan origination, processing
- Utilize customer relationship management tools to track interactions and follow up on leads.
- Collaborate with sales teams to identify opportunities for upselling additional financial products that meet client needs.
- Provide guidance on financial services, including investment options, insurance products, and retirement planning.
- Maintain up-to-date knowledge of industry trends, regulations, and best practices to provide informed advice to clients.
Experience
- Previous experience in financial sales or services is preferred but not required.
- Strong skills in customer relationship management and collaboration sales are essential for success in this role.
- Excellent communication skills with the ability to engage clients effectively.
- Detail-oriented with strong organizational skills to manage multiple tasks efficiently.
Join us as a Financial Representative where you can make a meaningful impact on the lives of our clients while advancing your career in the financial industry!
Do you want to be in business for yourself, but not by yourself?
We can help you to establish yourself as a successful Insurance Agency Sales Apprentice with unlimited earning potential.
Our comprehensive program allows you to develop your sales skills and participate in ongoing training while you lay the foundation of your own small business.
Benefits for the Financial Representative/Sales Manager:
- Award-winning training, coaching, and support from the team
- Highly competitive commission, renewal, and bonus structure
- 100% ownership of your business
- Build equity for retirement/ Contract Value
Our Culture
Our culture is all about healthy competition and high expectations. We believe in lifting each other up to ensure we all succeed and enjoy our time and perform at a high level.
Our Compensation
We believe in paying exceptionally well for outstanding performance. Our compensation plan is unmatched in the marketplace and truly allows Agency Owners to make an incredible income.
1) What kind of training will I receive?
Our comprehensive curriculum sets you up to establish your own business. Along with continuous support.
2) Is prior insurance sales experience required?
Nope. You dont need any prior knowledge about insurance or sales. We've got you covered with all the training you'll need.
3 ) Could I eventually pass this business on to my family?
Yes, create a family legacy by passing on your agency to a relative or child. Ensuring success for generations to come.
5) Will I need to be licensed?
Yes, if hired we will assist with obtaining all licenses required!
If you'd like to connect , then contact me today! -, Email: Melissaroman0106@gmail.com
Salary: $65000.00 - $95000.00 per year
Benefits
Annual Base Salary Commission Bonus Opportunities
Hands on Training
Your own Schedule
Remote / Hybrid
Career Growth Opportunities
Commission Based
Responsibilities
- Offer a diverse array of products, addressing Personal Lines, Commercial Business, and Financial Services.
- Access extensive training, mentoring, and sales support from our team.
- Build your book of clients and referral partners.
Requirements
- A sales or customer-facing background is great
- Must be intrinsically motivated to succeed
- Must be tenacious and possess a Hunter Mentality!
- Must be solution-oriented
- Excellent written and verbal communication skills
- Coachability is essential. There are always opportunities to improve
Job Types: Full-time, Part-time
Pay: $63,064.00 - $72,805.00 per year
Expected hours: 40 per week
Benefits:
- Employee discount
- Life insurance
- Parental leave
- Referral program
Schedule:
- Monday to Friday
- Weekends as needed
Work Location: Hybrid remote in Denver, CO 80205
Salary : $63,064 - $72,805