What are the responsibilities and job description for the Financial Services Representative position at Franco Financial Services?
Job Summary
As a Financial Services Representative, you will be the vital link between our financial institution and our valued customers. Your energetic approach will help clients navigate their financial needs, offering tailored solutions that foster trust and long-term relationships. You will actively promote banking products and services, ensuring each customer receives exceptional service while achieving sales goals. Your role is essential in delivering a positive banking experience, empowering customers to manage their finances confidently and securely.
Responsibilities:
- Meet with individuals and families to understand their financial goals
- Share educational information on topics such as budgeting, debt management, and preparing for the future
- Attend training sessions to learn financial concepts and develop industry knowledge
- Build professional relationships with clients and team members
What is Provided:
- Training program with mentorship and hands-on support
- Flexible schedule options: in-office, remote, or hybrid
- Workshops, continuing education, and skill development
- A supportive environment within an independently operated office
Compensation:
Compensation is performance-based and varies depending on training progress, licensing, and work activity. More details will be provided during the interview process in accordance with state guidelines.
Work Setting:
- Hybrid — Modesto, CA
- Office located at 4713 Enterprise Way, Ste 2
- Remote meetings conducted via Zoom
Job Type: Contract
Pay: $49,388.84 - $59,479.04 per year
Benefits:
- Flexible schedule
Work Location: Hybrid remote in Modesto, CA 95356
Salary : $49,389 - $59,479