Financial Services Representative

Job description

Job Overview
We are seeking a dedicated and detail-oriented Financial Representative to join our team. In this role, you will be responsible for providing exceptional customer service while assisting clients with their financial needs. You will work closely with customers to understand their financial goals and offer tailored solutions, ensuring a positive experience throughout the process.

Duties

• Assist clients in understanding various financial products and services available to them.
• Process loan applications and manage cash transactions efficiently.
• Utilize financial software to maintain accurate records and perform basic math calculations.
• Provide excellent customer service by addressing inquiries and resolving issues promptly.
• Collaborate with team members to enhance sales strategies and improve customer relationships.
• Maintain a clean and organized workspace, ensuring compliance with company policies.
• Engage in ongoing training to stay updated on industry trends and product offerings.

Qualifications

• Excellent customer service skills with a focus on building strong client relationships.
• Proven ability to collaborate effectively within a sales team environment.
• Strong organizational skills and attention to detail.

If you are passionate about helping others achieve their financial goals and possess the necessary skills, we encourage you to apply for this exciting opportunity as a Financial Representative.

Job Types: Full-time, Part-time, Contract

Pay: $70,072.00 - $78,114.00 per year

Expected hours: 10 – 40 per week

Benefits:

• Employee stock ownership plan
• Flexible schedule
• Opportunities for advancement
• Professional development assistance
• Profit sharing

Ability to Commute:

• Houston, TX 77084 (Required)

Ability to Relocate:

• Houston, TX 77084: Relocate before starting work (Preferred)

Work Location: In person

Salary : $70,072 - $78,114