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Join our dynamic team as a Financial Service Representative at Apex Agency. As a Financial Service Representative, you'll have the opportunity to leverage our company's strong reputation and extensive network to excel in a competitive market. You will play a vital role in guiding our clients towards informed financial decisions and ensuring their risk management needs are met.
About Apex Agency:
Apex Agency is a well-established firm with over a decade of success within the local community. We operate in a highly competitive market, partnering with top-tier insurance companies to provide our clients with exceptional products, competitive pricing, and outstanding service. Our primary goal is to empower our clients by helping them effectively manage their total cost of risk while achieving their maximum financial potential.
Responsibilities:
Benefits:
If you are ready to take your financial services career to the next level and be a part of a successful, client-focused team, we invite you to apply to become a Financial Service Representative at Apex Agency.
Job Type: Full-time
Pay: $75,000.00 - $100,000.00 per year
Benefits:
Experience level:
Schedule:
Ability to Commute:
Ability to Relocate:
Work Location: In person
Full Time
Wholesale
$45k-56k (estimate)
05/25/2024
09/21/2024
MADRAS ELECTRICITY SYSTEM, TAMIL NADU
25 - 50
2006
P. BASKAR GUPTA
$10M - $50M
Wholesale
The job skills required for Financial Services Representative include Prospecting, Building Relationships, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Services Representative positions, which can be used as a reference in future career path planning. As a Financial Services Representative, it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative. You can explore the career advancement for a Financial Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.
04/04/2022: Riverside, CA
Maintain comprehensive knowledge of all services and products and update all request on development needs.
02/14/2022: Altoona, PA
Provide efficient sales, services to customers and monitor sales for all referral objectives.
02/13/2022: Saint Paul, MN
To provide financial advice, Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.
02/26/2022: Topeka, KS
A financial service representative provides financial advice and matches financial products with customers' needs and goals.
02/16/2022: Richland, WA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Representative jobs
Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.
02/19/2022: Olympia, WA
Opt for more than a basic bank account.
03/19/2022: New York, NY
Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.
02/16/2022: Frankfort, KY
Soft skills for financial services representative roles can be of help.
02/20/2022: Bradenton, FL
Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.
01/08/2022: Miami, FL
Step 3: View the best colleges and universities for Financial Services Representative.