The Main Responsibilities of the Financial Services Representative Role:
- Delivering exceptional customer service that goes above and beyond.
- Responding to customer inquiries and concerns promptly and effectively.
- Navigating the sales cycle, from initial contact to closing the deal.
- Staying up-to-date with current policies to provide accurate information to customers.
- Building lasting customer relationships through personalized sales interactions.
- Cultivating new sales opportunities by nurturing warm leads.
- Keeping track of sales performance and progress through detailed reporting.
- Working computer w/ camera to Zoom
- Flexible schedule
- Great communication skills
- Honest, Integrity, and Dependability