INDUSTRY SPECIFIC TRAINING. LEARN BY WORKING SHOULDER TO SHOULDER ALONGSIDE SOME OF THE TOP FINANCIAL REPRESENTATIVES IN THE INDUSTRY

We are looking to hire an experienced and detail-oriented financial representative to present clients our financial products and services. The financial 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.

To be successful as a financial representative, you should be able to build rapport with clients and continually meet or exceed sales goals. Ultimately, a top-performing financial services representative should be knowledgeable of financial regulations as well as demonstrate exceptional communication, analytical, and customer service skills.

Financial Representative Responsibilities:

· Scheduling meetings with clients to discuss their financial needs and goals.

· Collecting pertinent client information to provide investment options that align with clients' financial situations.

· Monitoring market conditions to determine how various changes may impact taxes and client investments.

· Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals.

· Interacting with potential clients to inform them of the various financial products and services on offer.

· Suggesting viable solutions to improve clients' financial statuses.

· Developing in-depth knowledge of our financial products to advise clients accordingly.

Financial Services Representative Requirements:

· Excellent analytical, organizational, and problem-solving skills.

· Effective communication skills.

· Exceptional customer service skills.

· Alpha Personality

Job Type: Full-time

Benefits:

· Professional development assistance

Schedule:

· Monday to Friday

Supplemental pay types:

· Bonus pay

· Commission pay

Job Type: Full-time

Pay: $120,000.00 - $200,000.00 per year

Benefits:

• Professional development assistance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Ability to commute/relocate:

• Fort Lauderdale, FL 33301: Reliably commute or planning to relocate before starting work (Preferred)

Work Location: In person

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