Financial Services Representative

Job Description

A Financial Services Representatives primary duty is to assist clients with their financial needs by providing guidance on products like loans, investments, and insurance, and building relationships to understand and meet their specific goals. Key skills include strong communication, problem-solving, analytical abilities, and a good understanding of financial products and regulationsA Financial Services Representatives primary duty is to assist clients with their financial needs by providing guidance on products like loans, investments, and insurance, and building relationships to understand and meet their specific goals. Key skills include strong communication, problem-solving, analytical abilities, and a good understanding of financial products and regulations

Keyskills :
Communication skillsFinancial knowledgeCustomer service