Financial Planning & Education Solutions Advisor

Jewel Legacy Financial; Las Vegas (NV); On-site; USD 40,000 - 55,000; Full time

Job summary

A financial services firm in Las Vegas is seeking a Customer Services Representative responsible for improving clients' financial security through education and tailored financial solutions. The role involves prospecting, client relationship management, and presenting financial strategies. Ideal candidates are self-motivated with strong communication skills and preferably have sales or customer service experience. This position requires a high school diploma, with college education preferred and promises an opportunity for growth in a dynamic environment.

Qualifications

• Strong communication and interpersonal skills.
• Ability to build relationships and trust with clients.
• Self-motivated with a results-driven mindset.
• Sales or customer service experience preferred.

Responsibilities

• Identify and contact potential clients through referrals, networking, and prospecting.
• Conduct a financial needs analysis to evaluate clients’ financial goals and current situation.
• Present financial solutions such as insurance, investment strategies, and debt reduction plans.
• Educate clients on financial concepts and strategies to improve long-term financial stability.
• Close sales and help clients implement recommended financial plans.
• Maintain strong relationships with clients and provide ongoing service.
• Generate referrals and expand client base.
• Participate in training sessions, meetings, and professional development programs.

Skills

Sales and persuasion

Financial literacy

Relationship building

Time management

Problem solving

Education

High school diploma

College degree

Job description

A financial services firm in Las Vegas is seeking a Customer Services Representative responsible for improving clients' financial security through education and tailored financial solutions. The role involves prospecting, client relationship management, and presenting financial strategies. Ideal candidates are self-motivated with strong communication skills and preferably have sales or customer service experience. This position requires a high school diploma, with college education preferred and promises an opportunity for growth in a dynamic environment.