Financial Services Representative
2 days ago
We are seeking a highly motivated and skilled Financial Services Representative to join our team at Liberty Standard Bank Group 2.
Job SummaryThe Financial Services Representative will be responsible for providing exceptional financial services to clients, identifying their needs, and offering tailored solutions to meet those needs.
Key Responsibilities- Contact clients to schedule meetings and conduct in-depth reviews of their financial circumstances.
- Analyze information and develop personalized plans to suit each client's requirements.
- Research the market and provide clients with information on new and existing products and services.
- Design financial strategies and assist clients in making informed decisions.
- Review and respond to clients' changing needs and financial circumstances.
- Promote and sell financial products to meet sales targets.
- Unlimited earning potential based on performance.
- Flexible work schedule to accommodate individual needs.
- Ongoing training, supervision, and mentorship to ensure professional growth.
- Competitive commission structure aligned with sales targets.
- Opportunities for passive income creation.
- Laptop and smartphone for communication and data analysis.
- Clear credit record and clean criminal history.
- A vehicle for traveling to client locations.
- Excellent communication, interpersonal, and listening skills.
- Ability to explain complex information simply and clearly.
- Negotiation and influencing skills.
- Determination and tenacity to drive results.
- Discretion and understanding of client confidentiality.
- Ethical and professional approach to work.
Estimated Salary: $60,000 - $80,000 per year, depending on experience and performance.
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