What are the responsibilities and job description for the Financial Services Representative position at World Finance?
Company Description
At World Finance, we are the financial partner with heart, offering personal loan and tax solutions to the communities we serve. We have been recognized as a Top Workplace in the US for three consecutive years. Holding a Georgia NMLS ID#: 2032867, our commitment to excellence and community-focused services underscores everything we do.
Role Description
This is a full-time, on-site role located in Goose Creek, SC for a Financial Services Representative. The representative will be responsible for assisting clients with financial services and investments, providing excellent customer service, and offering insurance solutions. Day-to-day tasks include processing financial transactions, advising clients on financial products, and ensuring all services meet regulatory and company standards.
Qualifications
- Finance and Financial Services skills
- Experience with Investments
- Customer Service experience
- Knowledge of Insurance products
- Excellent communication and interpersonal skills
- Ability to work on-site in Goose Creek, SC
- Bachelor's degree in Finance, Business Administration, or related field is preferred
- Previous experience in the financial industry is beneficial