What are the responsibilities and job description for the Financial Services Representative position at Byer Agency?
Company Description
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Role Description
This is a part-time remote role for a Financial Services Representative. The primary responsibilities include providing financial guidance and assistance to clients, developing investment and insurance strategies, and offering professional customer service. The role also involves assessing client needs, recommending suitable financial products, and maintaining long-term client relationships. Representatives will ensure compliance with all regulatory requirements and stay updated on market trends and financial products to best serve client interests.
Qualifications
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Role Description
This is a part-time remote role for a Financial Services Representative. The primary responsibilities include providing financial guidance and assistance to clients, developing investment and insurance strategies, and offering professional customer service. The role also involves assessing client needs, recommending suitable financial products, and maintaining long-term client relationships. Representatives will ensure compliance with all regulatory requirements and stay updated on market trends and financial products to best serve client interests.
Qualifications
- Willingness to learn client relationship responsibilities
- Obtain professional licenses
- Experience and skills in providing Customer Service with excellent communication and interpersonal abilities
- Understanding of Insurance products and regulatory guidelines a plus
- Problem-solving and sales skills
- Certifications in insurances and investments a plus
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