What are the responsibilities and job description for the Financial Services Representative position at Innoventrics?
Job Description:
This is a full-time, on-site role in Ocala, FL, for a Financial Services Professional. The role involves building and maintaining client relationships, providing personalized financial and insurance solutions, and assisting clients in managing their financial risk. Key responsibilities include conducting client consultations, identifying their financial goals, recommending suitable products, and managing existing accounts. The professional will also collaborate with the team to maximize customer satisfaction and drive business growth.
Qualifications:
Proficiency in financial planning, insurance services, and investment products
Strong communication, interpersonal, and negotiation skills
Ability to analyze client portfolios and identify customized financial solutions
Sales and customer relationship management experience
High level of professionalism, integrity, and problem-solving skills
Proficiency in relevant financial software and technologies
Bachelor's degree in Business, Finance, or a related field is a plus
State-required licenses for insurance and financial services (or willingness to obtain)
Previous experience in the financial services or insurance sector is preferred