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.