Client-Focused Financial Solutions Advisor

Western & Southern Financial Group; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial services provider in Houston seeks a Financial Representative to provide tailored financial solutions for middle-income clients. The role involves networking, scheduling, and conducting client appointments ethically to meet their financial needs. Candidates should possess strong interpersonal and communication skills, a high level of integrity, and ideally hold a college degree. This position requires a valid driver's license and access to an automobile to conduct business effectively.

Qualifications

• High level of integrity.
• Strong work ethic and willing to work evenings and weekends.
• Strong interpersonal, relationship, and influence skills.
• Effective communication skills, including listening, speaking, and writing.

Responsibilities

• Identify markets and develop marketing plans.
• Contact prospective and existing clients for sales and service.
• Conduct appointments using consultative practices.
• Maintain client records accurately and timely.

Skills

Strong interpersonal skills

Effective communication

Ability to analyze client needs

Networking for new clients

Strong work ethic

Education

High school diploma or equivalent; college degree preferred

Tools

Word processing applications

Spreadsheet applications

Internet and email

Job description

A leading financial services provider in Houston seeks a Financial Representative to provide tailored financial solutions for middle-income clients. The role involves networking, scheduling, and conducting client appointments ethically to meet their financial needs. Candidates should possess strong interpersonal and communication skills, a high level of integrity, and ideally hold a college degree. This position requires a valid driver's license and access to an automobile to conduct business effectively.