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 conduct zoom calls
Flexible schedule
Great communication skills
Honest, Integrity, and Dependability