14345224
Located in Los Gatos, CA
Pay: $22.00-$35.00HR
Job Full Description
Our client is looking to hire a Financial Services Representative. As a Financial Services Representative, you will successfully market the financial products. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Please note- Must currently hold relevant financial service licenses (Series 6/63/65) or be in the process.
*Responsibilities*
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
*Requirements*
Must currently hold relevant financial service licenses (Series 6/63/65).
Proven experience working as a financial services representative.
Sound knowledge of financial services.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
BENEFITS:
Salary plus bonus
Retirement Plan
Paid time off (vacation and personal/sick days)
Health benefits
Flexible hours
Growth potential/Opportunity for advancement within the office
Job Type: Full-time- onsite
Located in Los Gatos/ Campbell Ca
Pay: $50,000.00 - $75,000.00 per year
#2351ESJ
San Jose, CA
2351
1798 Technology Drive
Suite 139
San Jose, CA 95110
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