Financial Representative

Job Summary

Our Financial Professionals empower clients to achieve their financial goals through expert guidance and personalized solutions. In this energetic role, you will leverage your sales expertise, communication skills, and analysis abilities to build lasting relationships, educate clients on financial products, and provide comprehensive support. Whether engaging in outside sales, retail interactions, or telemarketing campaigns, you will play a vital role in delivering exceptional customer service while promoting a broad range of financial services including insurance sales and benefits administration. This position offers an exciting opportunity to grow your career in a fast-paced environment dedicated to client success and financial empowerment.

Financial professionals come from a variety of backgrounds including career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset and possess a desire to shape and protect their future as well as those they serve.

Duties

• Engage in outside sales efforts by identifying prospective clients and presenting tailored financial solutions that meet their needs.
• Conduct retail sales activities by advising customers on insurance products, investment options, and other financial services.
• Utilize negotiation skills to close sales effectively while ensuring client satisfaction and long-term relationships.
• Perform analysis of client financial situations to recommend suitable products and strategies aligned with their goals.
• Communicate complex financial concepts clearly and confidently across diverse audiences, including bilingual or multilingual clients.
• Develop marketing strategies to attract new clients and promote the firm’s services through various channels including telemarketing campaigns.
• Provide exceptional customer service by addressing inquiries promptly, explaining product benefits thoroughly, and ensuring compliance with regulations such as HIPAA when handling sensitive information.
• Stay informed about industry trends, regulatory changes, and new product offerings to continuously enhance service quality.

Experience

• Proven experience in outside sales or retail sales environments with a track record of meeting or exceeding targets.
• Strong negotiation skills with the ability to influence decision-making positively.
• Familiarity with sales administration processes and CRM tools for managing client information efficiently.
• Excellent communication skills, both verbal and written; bilingual or multilingual abilities are highly valued.
• Background in insurance sales or financial services is preferred but not mandatory; relevant training will be provided.
• Analytical skills to assess client needs accurately and recommend suitable solutions.
• Experience in marketing strategies or telemarketing campaigns is advantageous.
• Knowledge related to handling confidential information is a plus.
• Demonstrated customer service excellence with the ability to build trust and rapport quickly. Join us as a Financial Professional where your enthusiasm for helping others combined with your sales expertise can make a real difference!

Job Types: Full-time, Permanent

Pay: $75,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Professional development assistance
• Retirement plan
• Vision insurance

Work Location: Hybrid remote in Pittsburgh, PA 15219

Benefits:

Salary : $75,000 - $150,000