Financial Services Representative
- United States
- Part Time
We are looking to hire an experienced and detail-oriented financial services representative to persuade clients to purchase our financial products and services. The financial services representative’s responsibilities include responding to clients' inquiries in a professional manner, providing sound financial advice to clients, cross-selling our products and services where possible, and attending various training programs as required. You should also be able to follow up with clients to ensure that they are satisfied with the products or services purchased.
Financial Services Representative Responsibilities:
Collecting pertinent client information to provide investment options that align with clients' financial situations.
Cold-calling potential clients to inform them of the various financial products and services on offer.
Provide accurate, valid and complete information by using the right methods/tools.
Developing in-depth knowledge of our financial products to advise clients accordingly.
Follow communication procedures, guidelines and policies.
Financial Services Representative Requirements:
High school diploma.
Ability to multi-task, prioritize, and manage time effectively.
Good knowledge in all Microsoft Office applications.
Strong mathematical skills.
Effective communication skills.
Exceptional customer service skills.
