Financial Services Representative

Financial Services Representative

Job Overview

Major Investment Advisory Firm dedicated to helping clients achieve financial success through expert guidance, personalized investment strategies, and exceptional service seeks a Financial Services Representative to join their team.

As a Financial Services Representative, you will work closely with clients to understand their financial goals, recommend suitable investment products, and help them navigate the complexities of the financial markets.

Key Responsibilities

• Build and maintain strong relationships with clients, understanding their financial needs and goals.
• Provide tailored financial advice and recommend suitable investment products, including mutual funds, annuities, and insurance products.
• Assist clients with account setup, maintenance, and transactions, ensuring accuracy and compliance with industry regulations.
• Educate clients on financial concepts, market trends, and investment options to empower them to make informed decisions.
• Ensure all activities comply with regulatory requirements and company policies, maintaining the highest ethical standards.

Qualifications

• Proven experience in financial services sales or a related field.
• Excellent verbal and written communication skills, with the ability to build rapport with clients.
• A passion for helping clients achieve their financial goals and a commitment to delivering exceptional service.
• Meticulous attention to detail in all client interactions, documentation, and compliance matters.
• Ability to collaborate effectively with colleagues and contribute to a positive team environment.

Benefits

• Competitive base salary plus performance-based bonuses.
• Comprehensive benefits package Including health, dental, vision, and 401(k).
• Access to ongoing training and career advancement opportunities.
• Flexible work from home options available.