What are the responsibilities and job description for the Remote Financial Service Representative position at Thompson & Associates Financial Solutions?
Overview
We are seeking a dedicated and motivated Remote or In Person Financial Service Representative to join our team. In this role, you will be responsible for providing exceptional client services while assisting customers with their financial needs. The ideal candidate will possess strong communication skills, a customer-centric mindset, and the ability to analyze financial information effectively. This position is perfect for individuals who thrive in a fast-paced environment and are passionate about helping clients achieve their financial goals.
Responsibilities
- Develop and maintain strong relationships with clients to understand their financial goals and needs.
- Process loan applications, ensuring accuracy and compliance with company policies.
- Utilize basic math skills to perform calculations related to debits, credits, and loan origination.
- Conduct thorough fraud prevention detection measures to protect client information and assets.
- Provide guidance on financial products and services, promoting relevant solutions based on client needs.
- Handle transactions accurately while maintaining a high level of customer service.
- Collaborate with team members to improve processes and enhance client satisfaction.
- Must reside locally or within an hour distance to Charlottesville, Virginia.
Experience
- Applicant Must Reside in Charlottesville, Virginia or surrounding counties.
- PLEASE NOTE: This is a *commission-based* opportunity, and your earnings are paid out weekly based on your performance.
- Proven experience in client services or customer support roles, demonstrating strong interpersonal skills.
- Proficiency in data entry with a keen attention to detail. Ability to analyze financial data and communicate findings clearly to clients.
- Experience with cash handling procedures is preferred.
- Multilingual abilities are a plus, enhancing communication with diverse clientele, however not a requirement.
- Strong typing skills and proficiency in using various computer applications.
- Excellent verbal and written communication skills in English; additional languages are an asset.
- A proactive approach to problem-solving and the ability to work independently as well as part of a team.
- Previous experience in financial sales or cash handling is advantageous for this role.
- Job Types: Full-time, Part-time, Contract, Temporary Pay: $75,501.00 - $87,334.00 per year.
- Expected hours: No less than 12 per week.
- Benefits:* 401(k), 401(k) matching, Disability insurance, Flexible schedule, & Tuition reimbursement.
- Work from home.
- Supplemental Pay: Bonus opportunities, Paid Training, Multiple Promotional Advancements.
- Commission pay
- Work Location: Remote or In Person at Our Charlottesville, VA Team Center.
Join us as a Financial Representative where your expertise will make a difference in our clients' lives!
Job Types: Full-time, Part-time, Contract, Temporary
Pay: $48,931.92 - $58,928.77 per year
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- On-the-job training
- Professional development assistance
- Referral program
- Work from home
Work Location: Hybrid remote in Charlottesville, VA 22901
Salary : $48,932 - $58,929