Financial services representative

We are seeking a dedicated and knowledgeable Financial Services Representative to join our dynamic team. In this role, you will be the primary point of contact for our clients, providing expert advice and tailored financial solutions to meet their diverse needs. The ideal candidate will possess strong interpersonal skills and a deep understanding of various financial products and services, including savings, investments, insurance, and loans. You will be responsible for building and maintaining long-term relationships with clients, helping them achieve their financial goals through personalized guidance and support. This position requires a proactive approach to identifying client needs, educating them on financial options, and ensuring compliance with industry regulations. If you are passionate about finance and enjoy working in a fast-paced environment that values customer satisfaction and professional growth, this opportunity is perfect for you. Join us to make a significant impact on our clients' financial wellbeing while advancing your career in the financial services industry. Responsibilities Provide expert financial advice and solutions tailored to client needs. Manage client accounts and maintain long-term relationships. Identify potential new clients and promote financial products and services. Conduct financial needs assessments and offer appropriate product recommendations. Assist clients with loan applications, investment planning, and insurance policies. Ensure compliance with all relevant financial regulations and company policies. Collaborate with team members to meet departmental goals and improve client satisfaction. Handle client inquiries and resolve issues promptly and effectively. Requirements Proven experience in financial services or related field. Strong understanding of financial products such as loans, investments, and insurance. Excellent communication and interpersonal skills. Ability to analyze client financial status and recommend suitable solutions. Detail-oriented with strong organizational and time management skills. Familiarity with financial software and CRM tools.