Job Summary
We are seeking a dynamic and dedicated Financial Services Professional to join our team. In this role, you will serve as a key point of contact for clients, providing tailored financial solutions and guidance across a broad spectrum of services. Your expertise will help clients achieve their financial goals through personalized advice, effective communication, and comprehensive product knowledge. This position offers an exciting opportunity to engage in outside sales, develop strong client relationships, and contribute to the growth of our financial services division. Key Responsibilities:
- Conduct outside sales efforts to identify and attract new clients, utilizing effective negotiation and communication skills
- Provide comprehensive financial advice related to insurance products, retirement planning, and investment options
- Manage sales administration tasks including client onboarding, documentation, and benefits administration
- Utilize analysis skills to assess client financial situations and recommend appropriate solutions
- Develop marketing strategies to expand client base and increase product awareness
- Maintain excellent customer service standards by addressing inquiries promptly and professionally
- Collaborate with team members across departments to optimize service delivery and client satisfaction
Pay: $1,500.00 - $7,500.00 per month
Work Location: Hybrid remote in Cibolo, TX 78108
