Overview
Finance Manager Jobs in South Boston, VA at Rogers Heating & Cooling
We are looking to hire an experienced and detail-oriented financial services representative to persuade clients to purchase our financial products and services. The financial services representative’s responsibilities include responding to clients’ inquiries in a professional manner, providing sound financial advice to clients, cross-selling our products and services where possible, and attending various training programs as required. You should also be able to follow up with clients to ensure that they are satisfied with the products or services purchased.
To be successful as a financial services representative, you should be able to build rapport with clients and continually meet or exceed sales goals. Ultimately, a top-performing financial services representative should be knowledgeable of financial regulations as well as demonstrate exceptional communication, analytical, and customer service skills.
Financial License Serie 7
Tasks
Financial Services Representative Responsibilities:
Scheduling meetings with clients to discuss their financial needs and goals.
Collecting pertinent client information to provide investment options that align with clients’ financial situations.
Monitoring market conditions to determine how various changes may impact taxes and client investments.
Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals.
Interacting with potential clients to inform them of the various financial products and services on offer.
Suggesting viable solutions to improve clients’ financial statuses.
Developing in-depth knowledge of our financial products to advise clients accordingly.
Requirements
Financial Services Requirements:
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Series 7 License (Required or Willing to Obtain)
Benefits
If you are passionate about the world of finance and enjoy working closely with clients, this is an exciting opportunity for you.
Pay: $120,000.00 – $200,000.00 per year
Compensation Package:
Bonus opportunities
Commission payShow more
Title: Finance Manager
Company: Rogers Heating & Cooling
Location: South Boston, VA
