Financial Services Representative
Job Description
Job Description
***MUST HOLD A ACTIVE MICHIGAN LIFE AND HEALTH LICENSE***
We are seeking a motivated individual to join our financial team in a sales capacity. This role is designed for candidates who are interested in developing a career in financial services, with a focus on client acquisition, relationship management, and tailored financial solutions. The ideal candidate will have prior experience in sales or customer engagement and a strong interest in personal finance.
Key Responsibilities
· Initiate contact with prospective clients through outbound calling, networking, and community engagement.
· Conduct introductory meetings to assess client needs and present appropriate financial strategies.
· Maintain ongoing communication with clients to ensure satisfaction and retention.
· Collaborate with senior advisors to refine sales techniques and expand client relationships.
· Track sales activity and performance metrics using CRM tools.
· Stay informed about financial products, market trends, and industry developments.
Qualifications
Michigan Life and Health License Required
· 1+ years of experience in sales, customer service, or financial services preferred.
· Strong interpersonal and communication skills.
· Self-motivated and goal-oriented with a willingness to learn.
· Experience with outbound sales or telemarketing is beneficial.
· Bilingual capabilities are a plus.
· Comfortable working in a structured, performance-driven environment.
Compensation & Benefits
· Base salary plus commission structure.
· First-year earnings typically range from $65,000 to $90,000, with potential for higher income based on performance.
· Professional development and mentorship opportunities.
· Flexible scheduling options.
· In-person work environment.
Job Type: Full-time
Benefits:
- Flexible schedule
Work Location: In person
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