Certain types of services and products require that you obtain a specific license before selling. This work description is applicable to all Customer services representatives - financial institutions (NOC 6551). Learn about CIBC culture, salaries, benefits, work-life balance, management, job security, and more. This job is well suited to professionals who enjoy communicating with new people each day, have customer service experience, and have an aptitude for math and analyzing data. When those times arrive, there are a few dos and don’ts you can abide by that will keep the quality high and the candidates strong. Job Summary The Patient Financial Services Representative II interacts with patients and insurance companies to obtain maximum reimbursement through established collection procedures and is directly…, rehabilitation services, occupational health and … … Financial Services Representative Jobs Financial services representatives assist customers with account management, helping them handle stocks, bonds, bank accounts, and retirement plans. New Financial Representative jobs added daily. Financial representatives need to develop solid math skills and possess a keen eye for detail. The majority of financial representatives complete a bachelor's degree in economics, accounting, finance or business before attempting to secure an entry-level position within a financial services company. Our company is looking for a Financial Services Representative to join our team. This Finance Officer job description template is optimized with financial and administrative duties to cover your company needs. This occupation tends to involve significant training while on the job, including sales training, coaching in securities analysis and other learning sessions that focuses on your company's financial products and services. Financial Representative Specialized in the risk management area of financial planning to make suitable recommendations for clients. Common products and services sold include CoDs, loans, insurance and securities. Financial services representatives should be good at making decisions based on the data they’re given, have an analytical mindset, and have excellent communication skills to build rapport with clients. As a Northwestern Mutual financial representative, you'll build lasting relationships with your clients and help them achieve their financial goals. Financial representatives use this information to sell and persuade people to agree with their recommendations. Job description Financial Customer Service Representative in Canada. Employers typically require a bachelor’s degree in business, economics, or a similar field, as well as the following abilities: The minimum requirement to become a financial services representative is a bachelor’s degree in business, economics, finance, or a related subject. Earned clients' trust and maintain confidentiality. Feel free to modify and post this template to online job boards and careers pages to attract qualified candidates. Before starting your career, you must earn a license from The Financial Industry Regulatory Authority. As a financial representative, people will seek your help understanding their options and the course they should follow to grow their wealth. Join us as a Financial Services Representative to assist customers in obtaining banking information and provide customer service support at the Fayetteville… Personal Financial Representative I (Personal Banker I) Gesa Credit Union - Walla Walla, WA 3.6 The Personal Financial Services Representative I reports to the Branch Manager. Our company is looking for a Financial Aid Representative to join our team. You will assist with the day-to-day task in our finance department and play an integral role in maintaining account information. Leverage your professional network, and get hired. Available in. May 12, 2020. Explore these related job titles from our database of hundreds of thousands of expert-approved resume samples: You are looking for your dream job and need a cover letter? We are seeking a highly organized and detail-oriented financial assistant to join our finance team. Kent Tukeli has been writing for business and media organizations since 2007, including Valnet Inc., Top Affiliate Publishing and Mirvish Productions. Financial Representative Responsibilities and Duties Analyze and provide solution to cater to client requirements and develop network accordingly. Your primary responsibilities in this career are to guide and plan financial decisions based on the needs, goals, and requirements of your customer. They can help with basic tasks, such as understanding available funds, as well as more complex goals, such as handling insurance policies, obtaining loans, and investing funds. This is typically an office-based role with full-time hours. Description - Skills - Education - Trends. Financial Representatives execute our sales process with prospective and existing clients, which include: Prospecting, Telephoning, Approach, Fact-finding, Closing and Follow Through. Financial services sales representatives meet with clients to discuss financial goals, investment timelines and risk tolerance. U.S. Bureau of Labor Statistics: Occupational Outlook Handbook: How to Become a Securities, Commodities, and Financial Services Sales Agents, U.S. Bureau of Labor Statistics: Occupational Outlook Handbook: What Securities, Commodities, and Financial Services Sales Agents Do, U.S. Bureau of Labor Statistics: Occupational Outlook Handbook: Securities, Commodities, and Financial Services Sales Agents: Work Environment, U.S. Bureau of Labor Statistics: Occupational Outlook Handbook: Securities, Commodities, and Financial Services Sales Agents: Job Outlook. It’s Up to You. Today’s top 18,000+ Financial Representative jobs in United States. Financial Services Representative Job Description - JobHero. Financial services representatives in the 10th percentile earn around $28,000 annually, while the highest paid earn close to $53,000 a year. 255 Northwestern Mutual Financial Representative jobs available on Indeed.com. Start a free Workable trial and post your ad on the most popular job … Financial services representatives work for a variety of organizations, which can affect the duties they carry out. More than one-third of representatives work longer than a typical 40-hour work week. Many employers provide intensive on-the-job training to help employees gain the necessary skills for this role. Based on job listings we analyzed, their duties typically involve: Financial services representatives provide information to their clients about the application process for mortgages or loans and gather client information (such as age, family size, and income) to determine appropriate investment options. Though the particulars vary somewhat from firm to firm, the title essentially denotes an insurance sales agent who also acts as an investment broker and/or a financial planner. Financial Services job description Post Job. Acquired clients on a referral basis to achieve a high and loyal level of customer satisfaction. Financial service representatives provide consulting services within the banking and insurance sectors, dispensing financial advice, recommending products, and offering negotiated terms on mortgage applications. Financial service representatives can benefit from these skills when establishing and maintaining relationships with clients and when making financial recommendations, Financial Services Marketing – with almost 25,000 members, this LinkedIn group is the perfect place to network with others, share knowledge, and learn new insights about the financial services sector, Selling Professional and Financial Services Handbook – this handbook, designed for everyone who sells professional and financial services, provides the tools and techniques necessary to become a valued resource to customers, Banking.com – this site explores the latest trends and insights in the finance industry, with blogs, in-depth articles, and opinions from industry experts to help financial services representatives stay up to date with the most recent news. Training Top 125 List Find out what work is like for a financial customer service representative in Canada. Your primary responsibility is to help turn leads into qualified opportunities by partnering with marketing and sales to create and execute on program and outbound lead generation campaigns. Administer finances and ensure protection of all personal and commercial assets of client and identify current growth opportunities. Financial services representatives stay up to date with the latest market trends to identify potential leads with their customers and confidently advise them, as well as to meet the sales goals determined by the senior manager. Your duties also include the analysis of your client's financial situation, ensuring they have the best information to make good financial decisions. new offer (09/12/2020) job description. Financial Services Representative Job Description Financial service representatives provide consulting services within the banking and insurance sectors, dispensing financial advice, recommending products, and offering negotiated terms on mortgage applications. The Bureau of Labor Statistics expects this job sector to grow 6 percent through 2026. However, you will eventually have to craft job descriptions on your own without a sample to show you the way. Since your customers trust you to make the most out of their money, it is important that representatives communicate well with their clients and explain details in easy-to-understand language. Junior Financial Representative. Knowledge of general accounting and bookkeeping practices, as well as a strong work ethic, are required. The median annual salary for financial services representatives is nearly $38,000. At Mutual of Omaha, we're not afraid to step outside the box and release the potential for ultimate success. They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals, and ensure that clients are satisfied with their purchases. Financial services representatives develop a long-term rapport with their customers to promote and encourage profitable relationships. We are a Fortune 500 company that allows you to carve your own professional path in many areas. Considering the complicated nature of many banking and investment products, people often need help deciphering the details of financial products. 410 reviews from CIBC employees about working as a Financial Representative at CIBC. As a financial representative, you constantly analyze market conditions, trends and changes that affect you and your clients. The choice is yours. Financial service representatives provide consulting services within the banking and insurance sectors, dispensing financial advice, recommending products, and offering negotiated terms on mortgage applications. Financial Services Representative Job Description Template. Financial representatives constantly upgrade their knowledge to stay informed of new market trends. If customers have a particular concern about their financial status, financial services representatives discuss these problems with them and evaluate how changes in finances can affect the client’s situation. The financial representative moniker is an increasingly common job title among leading insurance companies, especially life insurance companies. Submit Other Responsibilities. Job Description LendCare is a national provider of financial services, specializing in consumer financing for a variety of products and services, such as Powersports, Vehicle, Retail, Health and Home Improvement…Inside Sales Representative required in our Pickering, Ontario location. Post now on job boards. He honed his skills at the University of Toronto, earning a Bachelor of Arts in English literature. 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