71 Financial Services Representative Jobs in Houston, TX
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Aflac is Hiring a Financial Services Representative Near Houston, TX
Are you interested in working in a high-energy sales environment? We have the best role just for you! We are on a hunt to hire a detail-oriented Financial Services Representative to provide a front-line response to inquiries regarding our financial products and services. The Financial Services Representative’s responsibilities include providing sound financial advice to clients, cross-selling our products and services where possible, and attending various training programs as required.
To be successful as a Financial Services Representative, you must have a strong understanding of financial market terminologies and possess a solid understanding of the current marketing condition. You are expected to build rapport with clients and continually meet or exceed sales goals.
Financial Services Representative Responsibilities:
- Schedule meetings with prospective clients to discuss their financial needs and goals.
- Collect pertinent client information to provide financial products and services that align with clients' financial situations and risk appetite.
- Develop and sustain long-term relationships with clients to encourage repeat business and client referrals.
- Cold-calling potential clients to inform them of the various financial products and services on offer.
- Develop in-depth knowledge of our financial products to advise clients accordingly.
- Hit minimum weekly, monthly, annual productivity, and sales metrics.
Benefits:
- Above-average compensation package
- Career advancement opportunities.
- Professional work environment and positive company culture.
- Free training, extensive support, and mentorship program.
Financial Services Representative Requirements:
- Appropriate state licensure or interest in obtaining it.
- Sound knowledge of financial legislation.
- Computer savvy and capable of learning new computer applications.
- Strong mathematical and problem-solving skills.
- Ability to thrive in a dynamic environment.
- Effective communication skills.
If you are bold enough and are willing to go the extra mile to deliver outstanding service, we want you! Apply now and send us your resume to become a member of our growing team of experts.
Job Type: Full-time
Pay: $75,000.00 - $100,000.00 per year
Schedule:
- Monday to Friday
Work Location: In person
Job Summary
Full Time
Insurance
$50k-62k (estimate)
12/04/2023
04/24/2024
aflac.com
COLUMBUS, GA
7,500 - 15,000
1955
Public
DANIEL PAUL AMOS
$10B - $50B
Insurance
Related Companies
About Aflac
Aflac is a Georgia-based company that provides supplemental insurance for individuals and groups to pay medical insurance.
The job skills required for Financial Services Representative include Products and Services, Problem Solving, Cold Calling, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Services Representative positions, which can be used as a reference in future career path planning. As a Financial Services Representative, it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative. You can explore the career advancement for a Financial Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.
04/04/2022: Riverside, CA
Maintain comprehensive knowledge of all services and products and update all request on development needs.
02/14/2022: Altoona, PA
Provide efficient sales, services to customers and monitor sales for all referral objectives.
02/13/2022: Saint Paul, MN
To provide financial advice, Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.
02/26/2022: Topeka, KS
A financial service representative provides financial advice and matches financial products with customers' needs and goals.
02/16/2022: Richland, WA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Representative jobs
Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.
02/19/2022: Olympia, WA
Opt for more than a basic bank account.
03/19/2022: New York, NY
Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.
02/16/2022: Frankfort, KY
Soft skills for financial services representative roles can be of help.
02/20/2022: Bradenton, FL
Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.
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Step 3: View the best colleges and universities for Financial Services Representative.
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