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Financial Services Representative
About the job
Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you’ll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth.
We provide a powerful combination of support including:
- our extensive training program, Advisor Pro.
- personal coaching from proven winners
- customized marketing support to help you acquire clients and build your brand
- access to a broad range of products to meet client needs
- tools to manage your practice and support the sales process
"Projections show that 237,000 new advisors are needed over the next decade to meet the demand for financial advice and guidance."* So, consider a career in a growth industry where you can get the satisfaction of helping people take the needed steps to enjoy a secure financial future.
Duties and responsibilities
· Prospecting, networking and obtaining clients through various methods and strategies.
· Participate in our state of the art Advisor Pro Training program.
· Developing and maintaining long-term relationships with clients.
· Providing financial solutions for clients through fact gathering and needs analyses.
· Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates.
Qualifications
• Strong interpersonal, organizational and communication skills.
• Self-starter who is goal oriented
• Team player with a hearty work ethic
• BA, BS, and/or Graduate Degree or equivalent work experience
* https://www.investmentnews.com/independent-ria-route-is-good-way-to-join-the-business-48027
Full Time
Business Services
$78k-96k (estimate)
06/23/2024
07/18/2024
barnumfinancialgroup.com
MANHATTAN, NY
500 - 1,000
1950
DAVID J GOLD
$5M - $10M
Business Services
The job skills required for Financial Services Representative include Prospecting, Coaching, Work Ethic, Goal Oriented, Sales Process, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Services Representative positions, which can be used as a reference in future career path planning. As a Financial Services Representative, it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative. You can explore the career advancement for a Financial Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.
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Maintain comprehensive knowledge of all services and products and update all request on development needs.
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Provide efficient sales, services to customers and monitor sales for all referral objectives.
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To provide financial advice, Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.
02/26/2022: Topeka, KS
A financial service representative provides financial advice and matches financial products with customers' needs and goals.
02/16/2022: Richland, WA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Representative jobs
Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.
02/19/2022: Olympia, WA
Opt for more than a basic bank account.
03/19/2022: New York, NY
Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.
02/16/2022: Frankfort, KY
Soft skills for financial services representative roles can be of help.
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Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.
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Step 3: View the best colleges and universities for Financial Services Representative.