Financial Services Representative Job Description

Financial Services Representative Job Description Template

Our company is looking for a Financial Services Representative to join our team.

Responsibilities:

  • Developing and maintaining long-term relationships with clients;
  • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates;
  • Prospecting for clients through networking and referrals;
  • Providing financial solutions for clients through fact gathering and needs analyses.

Requirements:

  • Strong interpersonal skills and customer service focus;
  • Strong work ethic, self-motivated and goal-oriented;
  • Market development/networking abilities;
  • Presentation and organization skills;
  • BA, BS, and/or graduate degree or equivalent work experience required;
  • FINRA Securities Industry Essentials Examination (SIE) , Series 7 Top-Off and Series 63 licenses;
  • Understanding of retirement plans and products;
  • Knowledge of financial terms and concepts;
  • Recent experience with identifying creative solutions to improve a customer experience or key process;
  • Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and procedures;
  • History of effective problem-solving and decision-making skills that balances the needs of all parties involved;
  • Intellectually curious self-starter committed to making a positive impact on every client, through every call, every day.