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Financial Service Rep - Detroit - Holmes Investment & Accounting Services
1 week ago
Description
This is a part-time remote role for a Financial Service Representative. The Financial Sales Representative will be responsible for providing financial services to clients, including consultations and financial planning. Daily tasks include communicating with clients, offering customer service support, and closing sales.The representative will also be involved in promoting various financial products and services offered by Holmes Investment and Accounting Services who is partnered with the largest financial service company in the industry, PFS.
QualificationsWilling to learn Finance skills, including knowledge of financial products and services
Excellent Communication abilities, both written and verbal
Exceptional Customer Service skills for client interactions
Proven Sales experience, with a focus on financial services
Ability to work independently and remotely
Relevant certifications or licenses in financial planning or sales are advantageous
Shows interest in Finance, Accounting, Business, or a related field is preferred
Industry
Financial Services
Employment Type
Part-time
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Customer Service Rep
Only for registered members Remote
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Customer Service Rep I
Only for registered members Detroit
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Customer Service Rep I
Only for registered members Detroit, MI, United States
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Customer Service Rep I
Full time Only for registered members Detroit
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Customer Service Rep I
Only for registered members Detroit, MI
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Technical Service Rep I
Only for registered members Detroit
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Technical Service Rep I
Only for registered members Detroit
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Technical Service Rep I
Only for registered members Detroit
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Technical Service Rep I
Only for registered members Detroit, MI
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Customer Service Rep
Full time Only for registered members Detroit
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French Customer Service Reps
Only for registered members Detroit, MI
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Patient Service Liaison Rep
Only for registered members Detroit
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Patient Service Liaison Rep
Full time Only for registered members Detroit
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Patient Service Liaison Rep
Only for registered members Detroit, MI, United States
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French Customer Service Reps
Freelance Only for registered members Detroit
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Financial/Mortgage Customer Service Rep
Full time Only for registered members Detroit
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Remote Customer Service Rep Up to 19/hour
Contract Only for registered members Detroit
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Patient Service Liaison Rep
Only for registered members Detroit, MI
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Customer Service Rep
Full time Only for registered members Wyandotte
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Patient Access Rep II Registration Services FT Days
Full time Only for registered members Detroit