Customer-Driven Financial Services Advisor

Kevinmcgraw; Phoenix (AZ); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

401K

Salary plus commission/bonus

Health benefits

Profit sharing

Paid time off

Flexible hours

Growth potential/Opportunity for advancement

Hiring Bonus up to $

Job summary

A financial services provider in Phoenix, AZ, is seeking a Financial Services Representative. This full-time role focuses on establishing customer relationships, educating clients about insurance options, and developing leads. Ideal candidates possess excellent communication skills and are detail-oriented. A competitive salary range of $85,000 to $125,000 per year, along with benefits such as 401K and health coverage, is offered.

Qualifications

• Interest in marketing products and services based on customer needs.
• Able to learn computer functions.
• Knowledge of financial services products.

Responsibilities

• Establish customer relationships and follow up with customers.
• Use a customer-focused, needs-based review process.
• Develop leads and market appropriate products.

Skills

Excellent communication skills

Detail oriented

Proactive in problem solving

People-oriented

Ability to work in a team environment

Job description

A financial services provider in Phoenix, AZ, is seeking a Financial Services Representative. This full-time role focuses on establishing customer relationships, educating clients about insurance options, and developing leads. Ideal candidates possess excellent communication skills and are detail-oriented. A competitive salary range of $85,000 to $125,000 per year, along with benefits such as 401K and health coverage, is offered.