Financial Services Representative

Financial Services Representative role at Perez Producers Financial Services in Tucson, AZ, offering a hybrid remote setup. The position focuses on helping families move toward long-term financial security through education, tailored solutions, and ongoing support through insurance, investment, and home loan processes. What You’ll Do Educate families on financial concepts and the range of available solutions Assist clients in developing customized plans for life insurance protection , retirement planning , debt elimination , and home loan guidance Support clients throughout the life insurance , investment , and home loan processes Provide appropriate products and services while assisting customers with their financial needs Manage customer relationships through effective communication and personalized service Build long-term relationships centered on trust and financial confidence Process loan applications, including origination, documentation, and approval workflows Perform fraud prevention and detection measures to safeguard customer accounts and company assets Use financial software to record transactions, update account information, and generate reports Qualifications No experience required ; full training will be provided Proven experience in financial sales, customer service, or related roles within the banking or financial services industry Strong knowledge of loan origination, loan processing, debts & credits, and cash management procedures Familiarity with financial software systems and proficiency in 10 key typing for efficient data entry Excellent interpersonal skills, with the ability to manage customer relationships effectively Basic math skills including retail math, banking calculations, and general numerical accuracy Ability to proactively detect potential fraud or suspicious activity Strong organizational skills with attention to detail in documentation and compliance requirements Prior experience with relationship management, sales, and banking operations is preferred If you are not licensed, willingness to invest in order to obtain required licensing Attendance requirement acknowledgment for mandatory training every Tuesday at 7PM Required Technologies Financial software 10 key typing Compensation Pay: $250.00 - $15,000.00 per month Compensation structure: commission-based with unlimited earning potential Work Location and Schedule Location: Tucson, AZ 85741 (hybrid remote) Job types: Full-time, Part-time, Internship Schedule flexibility: flexible schedule and remote options Licensing Life Insurance License: preferred Training and Support Paid training and licensing support Mandatory training every Tuesday at 7PM Career Growth Opportunities for leadership and career growth #J-18808-Ljbffr Perez Producers Financial Services