23 Financial service representative Jobs in Southlake, TX
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Five Rings Financial is Hiring a Financial service representative Near Southlake, TX
Company Description
Five Rings Financial, LLC is a company focused on educating Middle Americans in personal finance. We believe that understanding the fundamentals of personal finance is the key to making your money work for you.
We offer safe money strategies to help individuals protect their savings, prepare for retirement, and overcome financial challenges.
Our goal is to help clients navigate the hurdles of inflation, debt, and taxes to achieve a secure financial future.
Role Description
This is a part-time remote role for a Financial Services Representative at Five Rings Financial, LLC. The Financial Services Representative will be responsible for providing financial consutling and guidance to clients, identifying savings opportunities, assisting with retirement guidance and offering insurance options.
They will also need to provide excellent customer service and build long-term client relationships.
Qualifications
A desire for a career in
- Finance and Financial Service
- Strong Customer Service
- Does not require experience in the industeh
Relevant skills and qualifications that would be beneficial for the role include :
- Excellent communication and interpersonal skills
- Attention to detail and accuracy
- Analytical thinking and problem-solving abilities
- Experience in sales
Last updated : 2024-05-12
Job Summary
Full Time
$47k-66k (estimate)
05/14/2024
05/14/2024
fishersfarmpark.co.uk
<25
The job skills required for Financial service representative include Customer Service, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial service 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 service representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial service representative positions, which can be used as a reference in future career path planning. As a Financial service representative, it can be promoted into senior positions as a Financial Retail Sales Assistant II - Registered that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial service representative. You can explore the career advancement for a Financial service representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Service 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 Service Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Service 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.
02/04/2022: Santa Cruz, CA
Maintain comprehensive knowledge of all services and products and update all request on development needs.
01/02/2022: Boise, ID
Provide efficient sales and services to customers and monitor sales for all referral objectives.
03/22/2022: Duluth, MN
A financial service representative may advance his career by obtaining certifications and building up more and more accounts.
01/12/2022: Chillicothe, OH
To acquire clients, the representative may need to make cold calls, knock on doors, or attend financial seminars.
03/20/2022: Springfield, OR
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 Service Representative jobs
Be very, very careful when selecting a financial services representative.
02/12/2022: Cheyenne, WY
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.
01/22/2022: Lorain, OH
Step 3: View the best colleges and universities for Financial Service Representative.
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