Filter by location to see Financial Services Representative II salaries in your area. Provide professional assistance to all clients issues and ensure confidentiality of all client information. Assist clients with all benefits and features of new account, IRA, CD, or Safe Deposit products according to customer needs. As a Financial Services Representative, you can look forward to Becoming a licensed and registered representative who is able to trade stocks, bonds, and other investment instruments for clients ranging ⦠Many employers provide intensive on-the-job training to help employees gain the necessary skills for this role. We’ve collected some of the best resources to help you learn more about a career as a financial services representative: The Ultimate Online Customer Service Guide – this book is a great reference for developing an authentic service for customers, using a mix of case studies and instructions to help readers execute quality customer service. Search 3,189 Financial Service Representative jobs now available on Indeed.com, the world's largest job site. Based on the latest jobs data nationwide, Financial Services Representative's can make an average annual salary of $35,820, or $17 per hour. This makes it an Above Average Salary. Responsibilities include contacting customers and developing relationships with them, providing financial advice, and cross-selling insurance products to new and existing clients. ⦠A financial service representative is a person that works for an investment bank or other financial institution. This is typically an office-based role with full-time hours. Page 1 of 186 jobs. Job Family Description - HEALTH SERVICES Reports to: Billing Supervisorâ This job family provides support to the organizations fiscal and billing department , and to be an active, valued member of the Team. Financial services representatives work for a variety of organizations, which can affect the duties they carry out. Attend community organizations and business development programs to assist clients better. This job is well suited to professionals who enjoy communicating with new people each day, have customer service experience, and have an aptitude for math and analyzing data. Some companies accept applicants who have practical banking experience and financial product knowledge without formal education, although this is rare. Analyze all customer requirements and resolve customer transactions issues with help from bank personnel. Provide efficient sales and services to customers and monitor sales for all referral objectives. Financial services sales representatives meet with clients to discuss financial goals, investment timelines and risk tolerance. Job Summary The Patient Financial Services Representative II interacts with patients and insurance companies to obtain maximum reimbursement through established collection procedures and is ⦠Coordinate with clients and acquire all ⦠Analyze all customer requirements and recommend solutions to meet same and prepare effective financial plans to suit individual customers. Displayed here are job ads that match your query. Financial services representatives should be good at making decisions based on the data they’re given, have an analytical mindset, and have excellent communication skills to build rapport with clients. Develop and maintain professional relationships with customers and ensure customer satisfaction. This work description is applicable to all Financial ⦠Financial services representatives develop a long-term rapport with their customers to promote and encourage profitable relationships. Sales Job Descriptions Considering the complicated nature of many banking and investment products, people often need help deciphering the details of financial products. The median annual salary for financial services representatives is nearly $38,000. Help them fulfill todayâs needs and tomorrowâs goals with personalized financial ⦠Though the particulars vary somewhat from firm to firm, the title essentially denotes an insurance sales agent who also acts as an investment broker and/or a financial ⦠Create the perfect job-worthy cover letter effortlessly in just a few clicks! Based on job listings we analyzed, their duties typically involve: Financial services representatives provide information to their clients about the application process for mortgages or loans and gather client information (such as age, family size, and income) to determine appropriate investment options. The Bureau of Labor Statistics expects this job sector to grow 6 percent through 2026. National Occupational Classification (NOC) 2011 - Financial sales representatives sell basic deposit, investment and loan products and services to individuals and businesses. Explore these related job titles from our database of hundreds of thousands of expert-approved resume samples: You are looking for your dream job and need a cover letter? Assist sales team to generate business through cross selling and effective marketing. Find out what work is like for a financial services representative in Canada. Financial service representatives provide consulting services within the banking and insurance sectors, dispensing financial advice, recommending products, and offering negotiated terms on mortgage applications. Maintain comprehensive knowledge of all services and products and update all request on development needs. Most employers offer dental plans and medical insurance as part of their benefits package. Presented financial introductions to prospective clients as well as prospective team members Provided and educated families on household finances, debt management, investments and income protection Answered clients' questions about the purposes and details of financial ⦠Financial Services Representative Resume Examples & Samples Speaking to existing and potential clients as a trusted sales and service expert empowered to provide financial services solutions ⦠Apply to Customer Service Representative, Call Center Representative, Insurance Agent and more! Indeed ranks Job ⦠Indeed may be compensated by these employers, helping keep Indeed free for job seekers. Job description Financial Services Representative near Toronto (ON). Not the right job for you? Our company is looking for a Financial Services Representative to join our team. 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