We are seeking a motivated and detail-oriented Financial Representative to join our dynamic team. In this role, you will be responsible for providing exceptional financial services to clients, assisting them in making informed decisions regarding their financial needs. Your expertise in negotiation and customer service will play a crucial role in building strong relationships with clients and ensuring their satisfaction.
Duties
Provide expert financial advice and guidance to clients, helping them understand various financial products and services.
Assist clients in navigating the financial landscape, including loans, investments, and insurance options.
Utilize strong negotiation skills to secure favorable terms for clients while maintaining company standards.
Foster positive relationships with customers through exceptional service and follow-up communication.
Collaborate with dealership teams to identify opportunities for financial service offerings that meet client needs.
Conduct thorough assessments of client financial situations to recommend appropriate solutions.
Maintain accurate records of client interactions and transactions to ensure compliance with company policies.
Qualifications
Previous experience in financial services is preferred, with a strong understanding of financial products and market trends.
LLQP License Required. (If selected, and don't have one, we can help you to get license.)
Excellent negotiation skills with the ability to advocate for clients effectively.
Strong customer service orientation with a commitment to exceeding client expectations.
Proven sales experience with the ability to identify opportunities and close deals effectively.
Proficient math skills for accurate calculations related to financial transactions and assessments.
Strong communication skills, both verbal and written, with the ability to convey complex information clearly. Join our team as a Financial Representative and take the next step in your career while making a meaningful impact on our clients' financial well-being!