Financial Sales Representative
South Carolina Federal Credit Union
Financial Sales Representative
South Carolina Federal Credit Union is currently seeking a Financial Sales Representative to join our team of outstanding professionals at our Sam Rittenberg Financial Center in Charleston, SC.
Are you passionate about helping others? Do you enjoy interacting with customers regularly and working in a team environment? As a Financial Sales Representative, you will provide exceptional customer service and offer financial products and services that meet the customers' needs.
As a Financial Sales Representative, a typical day might look like this:
- Collaborate with team members during the morning huddle and discuss sales goals for the day.
- Greet and develop rapport with members who enter the financial center or call on the telephone.
- Answer a member's question about the auto loan application process.
- Ask a member open-ended questions about their financial goals and recommend products and services based on their needs.
- Follow up with a member who recently opened an account.
- Chat briefly with your manager to discuss wins, challenges and progress on sales goals.
- Call members to share a new promotion for which they may qualify.
This job might be for you if:
- You enjoy building relationships with customers and uncovering their financial needs in person and over the telephone.
- You are passionate about the sales profession and take pride in offering customers financial products and services that fit their needs.
- You are a pro at managing your time, staying on track and meeting your goals.
- You are awesome at consistently following policies and procedures.
- You are a reliable, cooperative team player, and thrive in a fast-paced, multi-tasking environment.
- You volunteer for new challenges without being asked.
- You are seeking some work/life balance and want a schedule that allows you to spend nights and most weekends with your family and friends.
The Perks:
We know that pay and benefits are important to you, and they are important to us too. Join our team and you'll enjoy:
- A chance to build lasting relationships with not only your team, but our customers as well.
- Opportunities to make a difference by volunteering and getting involved in the community.
- A company that cares about your total wellness by providing a program that includes workshops, onsite physicals, and more.
- Opportunities to grow within a company that's dedicated to your development and promoting talent internally.
To land this role, you need to have a high school diploma (or equivalent), at least one year of experience working specifically in a sales position selling products and/or services with a proven record of meeting or exceeding sales goals, and a positive attitude.
NOTE: Relevant military experience is considered for veterans and transitioning service members.
South Carolina Federal Credit Union is an Equal Employment Opportunity Employer.
#TeamBlue23
South Carolina Federal Credit Union$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs,...SuggestedFull timeInternshipLocal area$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs,...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours$100k
...if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their...SuggestedFlexible hours- ...help clients work toward their long-term financial goals. They should be comfortable... ...with financial guidance and products. Our representatives provide financial products to help members... ...families and their futures. These sales help fund member benefits and social, educational...SuggestedWork at officeLocal area
- ...Location : City DANIEL ISLAND Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating... ...appointments with prospective and existing clients for the purpose of sales, conservation, and service. Adequately prepares for and...SuggestedWork at officeLocal area
- ...Launch your financial services career with an organization that positively impacts thousands... ...we serve. About the role Our financial representatives at Modern Woodmen of America are... ...type Full-time Job function Finance and Sales Industries Financial Services and Insurance...Full timeLocal area
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs,...Full timeInternshipLocal areaFlexible hours- ...Financial Service Representative I South Carolina Federal Credit Union is currently seeking a full-time Financial Service Representative I to join our team of outstanding professionals at our James Island Financial Center in Charleston, SC. Are you passionate about...Full timeNight shiftWeekend workDay shift
$59k - $88.4k
...Manheim , a Cox Automotive brand, is currently hiring a Field Sales Representative/Senior Client Solutions Executive to join our team in... ...development and continuing education opportunities. Access to financial wellness/planning resources. Check out all our...Live inCurrently hiringRemote workFlexible hours- ...Essential Sales Duties and Responsibilities: Market VieMed’s OSA and Sleep program to potential and existing referral sources Develop sales territory action plans and call strategies to maintain ongoing business with current accounts and apply working knowledge of...Remote workMonday to FridayFlexible hours
- ...Pinnacle Financial Advisor At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're... ...rating; credit soundness thresholds; and critical action items as represented in KPI reports. Analyze credit worthiness of a potential...Work at office
- ...evaluating scheduled patient visits to identify and resolve funding/coverage with either assistance applying for Medicaid, disability, financial assistance, insurance coverage, or resources identified revealing the ability to pay out of pocket for MUHA & UMA services; and...Hourly payWork experience placementWork at officeShift work
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...financial advisor, you start as a financial representative focused on client‑building and... ...for maintaining one of the best‑trained sales forces in the country. We are committed...Work at office- ...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows wealth...For contractors
- ...career where you can grow personally and professionally? As a financial representative with Modern Woodmen of America, you'll gain access to... ...recommendations through our state‑of‑the‑art tools. You'll achieve sales goals and be rewarded with expense‑paid trips to world‑...Work at officeLocal areaFlexible hoursNight shift
- ...A leading company is seeking a motivated Financial Advisor to join their expanding team in Charleston, SC. This role involves providing comprehensive financial planning and investment management services, helping clients achieve their financial goals. The ideal candidate...
$18 - $20 per hour
...of experience helping homeowners improve comfort, efficiency, and reliability in their homes. We are hiring In-Store Sales Representatives to work inside national home improvement retail stores promoting HVAC services, system tune-ups, system replacements, and...Hourly payWeekly payFull timePart timeWork at officeWork from homeRelocation packageFlexible hoursShift workWeekend workDay shift- ...high-performing, dynamic branch of MassMutual - a world-renowned financial institution with a solid heritage and a forward-thinking... ...financial planning software * Proven track record of success in a sales role * Experience with CRM software, ideally Salesforce. *...
$100k
...highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial...Remote workFlexible hours- ...high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions... ...be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business...
- ...Financial Aid Counselor Charleston Southern University Position Overview The Financial Aid Counselor is responsible for... ...information sessions for prospective and current students. • Represent Student Financial Services at campus events, orientations, and...Local areaNight shiftWeekend work
- ...Full Job Description Sales Focus Inc. is looking to hire Full-Time Inside Sales Representatives on behalf of our client Constellation Energy . The Inside Sales Rep will generate new leads and talk with existing customers about using Constellation Energy. Are you...Base plus commissionFull timeMonday to FridayFlexible hours
$40k - $70k
...effort, this role can be the foundation for a long-term career in sales and leadership. The Role Southern National Roofing is... ...roofing company hiring full-time Entry Level Sales Representatives for our local office. This is a face-to-face , field sales...Hourly payFull timeFor contractorsWork at officeLocal area- ...Window & Door Outside Sales Representative Liteworks specializes in the distribution and retail sales of Premium windows and doors for high-end residential and commercial projects in Metro Atlanta and the southeast. We are looking for an Outside Sales Representative...For contractorsFor subcontractor
- ...investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and... ...of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and...Full timeTemporary workPart timeWork experience placementWork at office
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours$78k - $150k
...Headquartered in Bethesda, Maryland, First Financial Group is a complete financial services firm – one of the largest independently owned... ...well as part of a team. Nice-to-Haves Previous experience in sales or customer service roles. Understanding of financial products...$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...advisor, you start as a financial representative focused on client-building and... ...for maintaining one of the best-trained sales forces in the country. We are committed...Full timeContract workFor contractorsWork at office$24k
...Overview Equitable Advisors is seeking to onboard a Retirement Benefits Group (RBG) Financial Professional. Primary focus: providing financial products and services, and education to those who build and serve our communities, such as teachers, school administrators, and...Temporary workRemote work- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Sales Representative. Be the first to apply!
- financial advisor training program Charleston, SC
- financial planning assistant Charleston, SC
- estate planning consultant Charleston, SC
- financial advisor development program Charleston, SC
- wealth advisor Charleston, SC
- financial planner cfp Charleston, SC
- financial consultant Charleston, SC
- financial counselor Charleston, SC
- associate corporate finance Charleston, SC
- finance associate Charleston, SC


