What are the responsibilities and job description for the Financial Services Representive position at Rk Financial Services,inc?
Welcome to Rk Financial Services, Inc., where dedication meets expertise in the heart of Plymouth Mtng, Pennsylvania. We pride ourselves on being an industry leader with a steadfast commitment to providing outstanding financial solutions. As we expand our talented team, we invite you to be a part of our journey as a Financial Services Representative. In this role, you'll become a trusted advisor for our clientele, guiding them through their insurance and financial needs with personalized care. At Rk Financial Services, we value positivity, resilience, and a can-do attitude. Our vibrant and supportive workplace culture ensures that each team member feels motivated to achieve their best. If you are passionate about making a positive impact and enjoy fostering meaningful customer relationships, this opportunity is perfect for you. Join us and become part of a dynamic team that values integrity, innovation, and commitment. Apply today to make a difference in the financial lives of others!
Benefits
Annual Base Salary Commission Bonus Opportunities
Paid Time Off (PTO)
Career Growth Opportunities
Evenings Off
Mon-Fri Schedule
Retirement Plan
Responsibilities
Client Engagement : Connect with potential and existing clients to assess their financial goals and offer tailored solutions.
Product Knowledge : Maintain a deep understanding of a wide range of financial services products offered by Rk Financial Services to effectively advise clients.
Portfolio Management : Assist clients in developing and managing their financial portfolios, ensuring alignment with their long-term objectives.
Client Education : Provide clear and concise information to clients about the benefits and risks associated with different financial strategies.
Relationship Building : Establish and nurture trustful, long-term relationships with clients to secure repeat business and referrals.
Industry Liaison : Keep abreast of industry trends and changes to provide up-to-date advice and support to clients.
Requirement
Licensing : Active PA Property & Casualty License is preferred.
Experience : Prior experience in financial or insurance sales is highly advantageous.
Communication Skills : Strong verbal and written communication skills required.
Customer Focused : Demonstrated ability to meet and exceed client expectations.
Personable : Excellent interpersonal skills with a knack for building and maintaining client relationships.
Dynamic : Ability to thrive in a fast-paced environment while maintaining attention to detail.
Organizational Skills : Strong organizational and time management skills needed to prioritize tasks effectively.
Salary : $30,000 - $90,000
