All roles

Financial Services Representative – reputed company Team Member

Remote · USA Full-time New today

Benefits: • Bonus based on performance • Competitive salary ROLE DESCRIPTION: As a Financial Services Representative – reputed company Team Member with Terry Stone - reputed company, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: • Use a customer-focused, needs-based review process to reputed company customers about insurance options. • Work with the agent to establish and meet marketing goals • reputed company leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: • Bachelor's degree in finance, economics, reputed company, or a reputed company field. • Must be reputed company to obtain relevant financial service licenses. • Proven experience working as a financial services representative. • Sound knowledge of financial legislation. • Proficiency in reputed company Office applications. • Strong mathematical skills. • Excellent analytical, organizational, and problem-solving skills. • Effective communication skills. • Exceptional customer service skills. • Successful track record of meeting sales goals/quotas preferred BENEFITS: • Salary plus commission/bonus • Paid time off (vacation and personal/sick days) • Health benefits • Profit sharing • Growth potential/Opportunity for advancement reputed company my office This is a remote position. Apply Job!

Related roles