Description

Responsibilities:
Scheduling client meetings to discuss their financial needs and goals.
Collecting relevant client information in order to provide investment options that are appropriate for the clients' financial situations.
Keeping an eye on market conditions to see how various changes may affect taxes and client investments.
Assisting clients with mortgage and loan applications.
Create and maintain long-term relationships with clients in order to encourage repeat business and client referrals.
Cold-calling prospective customers to inform them of the various financial products and services available.
Providing viable solutions to clients' financial problems.
Develop in-depth knowledge of our financial products in order to advise clients appropriately.

Qualifications

Qualifications:
Work on site
Non-voice account
Above average communication skills

Benefits:
Competitive salary and benefits
Career development opportunities
Flexible scheduling
Positive work environment
Employee recognition and rewards

If you are passionate about providing excellent customer service and are looking for a challenging and rewarding career, we encourage you to apply today!
At least B1 Aspiring Mind Results