Financial Representative
$67,500–$112,500 year
On-siteFort Mill, South Carolina, United States
Fort Mill, South Carolina, United StatesOn-siteFull Time$67,500–$112,500 yearBachelors DegreeLarge
Full TimeBachelors DegreeLarge
Job Summary
Deliver financial advice and conduct client reviews via inbound and outbound calling activities while handling transaction requests and preparing reports. Actively participate in customer service training to remain current on operational policies and provide regular feedback to management. Research and resolve advisor and client issues, identifying new sales and asset retention opportunities. Communicate industry policies and exercise excellent business judgment to support the 120,000 clients in the Wealth Advisors Group.
Required Qualifications
- Bachelor's Degree or equivalent working experience
- Series 7
- Series 63 and 65, or 66 License
- 1 years + of direct client experience within the financial services industry
- Excellent telephone service/relationship management skills
- Proficient in Microsoft Office and web based applications
- Ability to assist customers in call center environment while accessing data via multiple PC lookup applications
- Must have excellent PC and data input skills
- Prior financial trading experience
- Prior tele-sales experience
- Must have excellent communication skills
- Strong service ethic
- Previous Experience as a financial advisor
- Prior LPL trading, financial related Service Call Center experience; or other service related job experience considered
Desired Qualifications
- Life and Health
- Prior financial trading experience
- Ideal candidate will have prior tele-sales experience
- Must have excellent communication skills, and strong service ethic
- Previous Experience as a financial advisor
- Prior LPL trading, financial related Service Call Center experience; or other service related job experience considered
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