Client-Centric Financial Rep with Series 7/66 Prep

Soteria Reinsurance Ltd.; Columbus (OH); On-site; USD 52,000 - 68,000; Full time

Job summary

Fidelity National Financial is seeking a Financial Representative to be the face of the branch, delivering exemplary service and building lasting client relationships. The role emphasizes integrity, onboarding, and opportunities to deepen engagement with clients.

The position requires a foundation in customer service and financial services, with preparation for Series 7 and Series 66 licenses. Fidelity offers on-site work, support for training, and a competitive rewards package.

Qualifications

• Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role.
• Experience in banking, insurance, or financial services is a plus.
• Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses.

Responsibilities

• Provide daily support to Fidelity’s valued clients and deliver an exceptional experience.
• Proactively identify opportunities and make effective introductions to deepen relationships.
• Serve as a technology champion and participate in in-branch training and onboarding.

Skills

Customer service

Phone-based support

Financial services experience

Education

FINRA Series 7

FINRA Series 66

CFP or equivalent credential

Job description

Fidelity National Financial is seeking a Financial Representative to be the face of the branch, delivering exemplary service and building lasting client relationships. The role emphasizes integrity, onboarding, and opportunities to deepen engagement with clients.

The position requires a foundation in customer service and financial services, with preparation for Series 7 and Series 66 licenses. Fidelity offers on-site work, support for training, and a competitive rewards package.