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Financial services representatives are typically employed by banks and insurance companies to sell various financial products or services to clients. They arrange meetings with clients, suggest suitable financial products or services based on clients’ financial goals, and ensure that clients are satisfied with their purchases.
We are looking to hire an experienced and detail-oriented financial services representative to persuade clients to purchase our financial products and services. The financial services representative’s responsibilities include responding to clients’ inquiries in a professional manner, providing sound financial advice to clients, cross-selling our products and services where possible, and attending various training programs as required. You should also be able to follow up with clients to ensure that they are satisfied with the products or services purchased.
Financial Services Representative Requirements:
- Bachelor’s degree in finance, economics, accounting, or related field.
- Appropriate state licensure.
- Proven experience working as a financial services representative.
- Sound knowledge of financial legislation.
- Proficiency in all Microsoft Office applications.
- Strong mathematical skills.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
Job Types: Full-time, Regular / Permanent, Freelance, Internship, Fresher
Contract length: 24 months
Salary: From ₹6,000.00 per month
Benefits:
- Work from home
Schedule:
- Fixed shift
- Morning shift
Supplemental Pay:
- Commission pay
- Performance bonus
Education:
- Higher Secondary(12th Pass) (Required)
Experience:
- total work: 1 year (Required)
- Sales: 1 year (Required)
Language:
- Hindi (Required)
- English (Required)
