Financial Services Representative

The Forever KJ; Nashville (TN); Remote; USD 40,000 - 60,000; Full time

Job summary

A leading company in financial services is seeking a Financial Services Representative for a full-time remote position. The role involves providing comprehensive financial services, managing investments, and assisting clients with insurance products. Ideal candidates will possess strong finance skills, a relevant degree, and excellent customer service abilities.

Qualifications

• Entry-level position requiring a Bachelor's degree.
• Skills in finance, customer service, and communication are essential.

Responsibilities

• Provide financial services and manage investments.
• Assist with insurance products and deliver exceptional customer service.

Skills

Finance and Financial Services skills

Experience in Investments and Insurance

Strong Customer Service skills

Excellent communication and interpersonal skills

Ability to work independently and remotely

Knowledge of financial products and services

Education

Bachelor's degree in Finance, Business, Economics, or related field

Job description

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Company Description

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Role Description

This is a full-time remote role for a Financial Services Representative at The Allens Enterprises. The Financial Services Representative will be responsible for providing financial services, managing investments, assisting with insurance products, and delivering exceptional customer service.

Qualifications

• Finance and Financial Services skills
• Experience in Investments and Insurance
• Strong Customer Service skills
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Knowledge of financial products and services
• Bachelor's degree in Finance, Business, Economics, or related field

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales