A financial services provider is looking for a dedicated Financial Representative in Portsmouth, OH, to engage with clients and help them achieve their financial goals through personalized recommendations. The ideal candidate should possess strong interpersonal skills and a customer-focused mindset. This full-time position offers an opportunity to make a significant impact in the community while enjoying comprehensive benefits, including medical and dental insurance, 401(k) with company match, and a pension plan.
Qualifications
Strong interpersonal skills and motivation to succeed.
Ability to understand clients' financial needs and goals.
Experience in customer service or financial services is a plus.
Responsibilities
Work with clients to understand their financial needs.
Recommend solutions from a comprehensive line of products including life insurance.
Make an impact in clients' lives through financial guidance.
Skills
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
Job description
A financial services provider is looking for a dedicated Financial Representative in Portsmouth, OH, to engage with clients and help them achieve their financial goals through personalized recommendations. The ideal candidate should possess strong interpersonal skills and a customer-focused mindset. This full-time position offers an opportunity to make a significant impact in the community while enjoying comprehensive benefits, including medical and dental insurance, 401(k) with company match, and a pension plan.