Client‑Focused Financial Services Advisor

Moneymart Inc.

Homestead (FL)

On-site

USD 28,000 - 42,000

Full time

2 days ago
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Benefits offered by this job

Market competitive pay
Monthly bonus potential
Paid time off

Job summary

Money Mart is a leading financial services company with a wide network of retail locations. This role focuses on delivering a high-quality customer sales experience, handling cash accurately, and supporting store profitability through effective transaction execution.

You will assess customer needs, offer suitable financial solutions, and maintain compliant, paperwork-ready records. A one-year background in financial services and sales is preferred, with a high school diploma or equivalent.

Qualifications

  • Minimum of one year of financial services and sales experience.
  • Passion for customer service and helping customers.
  • Ability to handle cash accurately and follow procedures.

Responsibilities

  • Deliver results on store profitability goals.
  • Provide quality customer sales experiences through efficient transactions.
  • Determine customers' needs and provide suitable solutions.
  • Handle cash and enter transactions accurately into the system.
  • Contact customers regarding past due balances and negotiate payment terms.
  • Complete all documentation accurately and maintain records.
  • Follow safety, security, and compliance requirements.

Skills

Customer service
Sales experience
Cash handling
Communication skills

Education

High school diploma

Job description

Money Mart is a leading financial services company with a wide network of retail locations. This role focuses on delivering a high-quality customer sales experience, handling cash accurately, and supporting store profitability through effective transaction execution.

You will assess customer needs, offer suitable financial solutions, and maintain compliant, paperwork-ready records. A one-year background in financial services and sales is preferred, with a high school diploma or equivalent.

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