Financial Services Representative
3 weeks ago
Job Overview:
We are seeking a motivated and detail-oriented individual to join our team as a Financial Representative. As a Financial Representative, you will be responsible for providing exceptional customer service and assisting clients with their financial needs. This is an excellent opportunity for someone interested in sales and financial services.
**Responsibilities**:
- Provide excellent customer service to clients, addressing their inquiries and concerns
- Assist clients in managing their finances, including cash management and financial planning
- Promote and sell financial products and services to meet client needs
- Conduct financial transactions accurately and efficiently
- Maintain knowledge of current financial products, services, and industry trends
- Build and maintain strong relationships with clients to foster loyalty and trust
Qualifications:
- Previous experience in customer service or sales is preferred
- Strong math skills for accurate cash handling and financial calculations
- Knowledge of financial services and products is a plus
- Excellent communication skills, both verbal and written
- Ability to work independently and as part of a team
- Attention to detail and strong organizational skills
Location:
,
We offer competitive compensation and benefits packages for our Financial Representatives. Join our team today and take the first step towards a rewarding career in the financial industry.
Note: All positions must be paid, including internship positions.
**Job Types**: Full-time, Part-time
Expected hours: 8 - 40 per week
**Benefits**:
- Casual dress
- Work from home
Flexible Language Requirement:
- French not required
Schedule:
- Monday to Friday
- Weekends as needed
Supplemental pay types:
- Bonus pay
- Commission pay
Work Location: Hybrid remote in Simcoe, ON N3Y 3C7
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