Financial Services Representative - Houston, United States - Aflac

Aflac
Aflac
Verified Company
Houston, United States

1 month ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Are you interested in working in a high-energy sales environment? We have the best role just for you We are on a hunt to hire a detail-oriented Financial Services Representative to provide a front-line response to inquiries regarding our financial products and services.

The Financial Services Representative's responsibilities include providing sound financial advice to clients, cross-selling our products and services where possible, and attending various training programs as required.


To be successful as a Financial Services Representative, you must have a strong understanding of financial market terminologies and possess a solid understanding of the current marketing condition.

You are expected to build rapport with clients and continually meet or exceed sales goals.


Financial Services Representative Responsibilities:


  • Schedule meetings with prospective clients to discuss their financial needs and goals.
  • Collect pertinent client information to provide financial products and services that align with clients' financial situations and risk appetite.
  • Develop and sustain longterm relationships with clients to encourage repeat business and client referrals.
  • Coldcalling potential clients to inform them of the various financial products and services on offer.
  • Develop indepth knowledge of our financial products to advise clients accordingly.
  • Hit minimum weekly, monthly, annual productivity, and sales metrics.

Benefits:


  • Aboveaverage compensation package
  • Career advancement opportunities.
  • Professional work environment and positive company culture.
  • Free training, extensive support, and mentorship program.

Financial Services Representative Requirements:


  • Appropriate state licensure or interest in obtaining it.
  • Sound knowledge of financial legislation.
  • Strong mathematical and problemsolving skills.
  • Ability to thrive in a dynamic environment.
  • Effective communication skills.

Pay:
$75, $100,000.00 per year


Schedule:

  • Monday to Friday

Work Location:
In person
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