Financial Services Representative
4.
5 Youngstown, OH Youngstown, OH Full-time Full-time $72,000 - $120,000 a year $72,000 - $120,000 a year Join our dynamic team as a Financial Service Representative at Platinum Agency.
As a Financial Service Representative, you'll have the opportunity to leverage our company's strong reputation and extensive network to excel in a competitive market.
You will play a vital role in guiding our clients towards informed financial decisions and ensuring their risk management needs are met.
About Platinum Agency:
Platinum Agency is a well-established firm with over a decade of success within the local community.
We operate in a highly competitive market, partnering with top-tier insurance companies to provide our clients with exceptional products, competitive pricing, and outstanding service.
Our primary goal is to empower our clients by helping them effectively manage their total cost of risk while achieving their maximum financial potential.
Responsibilities:
Client Consultations:
Conduct in-depth consultations with clients to understand their financial needs, goals, and risk tolerance.
Recommendation and Customization:
Provide tailored insurance solutions and financial products that align with clients' requirements and objectives.
Educate and Inform:
Clearly explain insurance options, features, benefits, and risks to clients, helping them make informed decisions.
Relationship Building:
Cultivate strong, lasting relationships with clients to foster trust and loyalty, ensuring long-term client satisfaction and retention.
Sales and Acquisition:
Actively engage in sales activities, prospecting, and lead generation to expand our client base and drive business growth.
Compliance and Documentation:
Adhere to all regulatory and compliance requirements, maintaining accurate records and documentation for transactions and interactions.
Benefits:
Generous Commission Only Structure:
Your efforts directly impact your earnings, allowing for significant financial growth.
Comprehensive Training:
We provide thorough training and ongoing professional development to help you succeed in your role and advance in your career.
Supportive Work Environment:
Join a team of experienced professionals who value collaboration, mentorship, and growth.
Flexible Work Schedule:
Enjoy a flexible work schedule that accommodates your lifestyle and commitments.
Opportunity for Growth:
Platinum Agency is committed to promoting from within, providing you with the chance to advance in your career and take on new responsibilities.
If you are ready to take your financial services career to the next level and be a part of a successful, client-focused team, we invite you to apply to become a Financial Service Representative at Platinum Agency.
Job Type:
Full-time Pay:
$72,000.
00 - $120,000.
00 per year Experience level:
1 year Physical setting:
Office Schedule:
Monday to Friday Weekends as needed Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
5 Youngstown, OH Youngstown, OH Full-time Full-time $72,000 - $120,000 a year $72,000 - $120,000 a year Join our dynamic team as a Financial Service Representative at Platinum Agency.
As a Financial Service Representative, you'll have the opportunity to leverage our company's strong reputation and extensive network to excel in a competitive market.
You will play a vital role in guiding our clients towards informed financial decisions and ensuring their risk management needs are met.
About Platinum Agency:
Platinum Agency is a well-established firm with over a decade of success within the local community.
We operate in a highly competitive market, partnering with top-tier insurance companies to provide our clients with exceptional products, competitive pricing, and outstanding service.
Our primary goal is to empower our clients by helping them effectively manage their total cost of risk while achieving their maximum financial potential.
Responsibilities:
Client Consultations:
Conduct in-depth consultations with clients to understand their financial needs, goals, and risk tolerance.
Recommendation and Customization:
Provide tailored insurance solutions and financial products that align with clients' requirements and objectives.
Educate and Inform:
Clearly explain insurance options, features, benefits, and risks to clients, helping them make informed decisions.
Relationship Building:
Cultivate strong, lasting relationships with clients to foster trust and loyalty, ensuring long-term client satisfaction and retention.
Sales and Acquisition:
Actively engage in sales activities, prospecting, and lead generation to expand our client base and drive business growth.
Compliance and Documentation:
Adhere to all regulatory and compliance requirements, maintaining accurate records and documentation for transactions and interactions.
Benefits:
Generous Commission Only Structure:
Your efforts directly impact your earnings, allowing for significant financial growth.
Comprehensive Training:
We provide thorough training and ongoing professional development to help you succeed in your role and advance in your career.
Supportive Work Environment:
Join a team of experienced professionals who value collaboration, mentorship, and growth.
Flexible Work Schedule:
Enjoy a flexible work schedule that accommodates your lifestyle and commitments.
Opportunity for Growth:
Platinum Agency is committed to promoting from within, providing you with the chance to advance in your career and take on new responsibilities.
If you are ready to take your financial services career to the next level and be a part of a successful, client-focused team, we invite you to apply to become a Financial Service Representative at Platinum Agency.
Job Type:
Full-time Pay:
$72,000.
00 - $120,000.
00 per year Experience level:
1 year Physical setting:
Office Schedule:
Monday to Friday Weekends as needed Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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