What are the responsibilities and job description for the Financial Services Consultant position at First Origin Mortgage Lenders?
Our Team
We are a dynamic team of professionals dedicated to providing exceptional service to our clients. Our team members are passionate about helping individuals achieve their dream of homeownership.
Job Description
Financial Services Consultant
We are seeking a driven and customer-focused Financial Services Consultant to join our team. The successful candidate will have a proven track record in the financial services industry and a passion for helping clients achieve their goals.
Key Responsibilities
- Identify and evaluate financial services options for clients.
- Conduct thorough analyses of financial applications.
- Develop and maintain strong relationships with clients and industry partners.
- Guide clients through the financial services process.
Requirements
- Proven experience as a Financial Services Consultant or similar role.
- Strong knowledge of financial products and industry guidelines.
- Exceptional communication and interpersonal skills.
- Ability to work independently and meet sales targets.
- A valid certification in financial services is required.