Financial Service Representative

Globe Life

$50K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in financial services or similar fields
  • Strong understanding of financial regulations and compliance
  • Exceptional communication and analytical skills
  • Proven track record of exceeding sales goals
  • Ability to build and maintain client relationships
  • Experience in customer service and client satisfaction

Responsibilities

  • Manage and oversee individual field performance
  • Acquire new business and manage existing client portfolios
  • Respond professionally to client inquiries
  • Provide sound financial advice to clients
  • Follow up with clients to ensure satisfaction with products
  • Build rapport with clients to foster long-term relationships

Benefits

  • Weekly bonuses and pay
  • Competitive sales and management bonuses
  • Industry-leading incentives including up to 4 sponsored vacation trips annually
  • Hands-on training with an experienced manager
  • Accelerated growth potential from sales rep to team leader within 30 days
  • Lifetime vesting in renewals, earning from past performance
Full Job Description
The Financial Service Representative is responsible for direct management and oversite of individual's field performance, including new business acquisition & existing portfolio management.

The financial services representative's responsibilities include responding to clients' inquiries in a professional manner, providing sound financial advice to clients to protect their assets. You should also be able to follow up with clients to ensure that they are satisfied with the products or services purchased.

To be successful as a financial services representative, you should be able to build rapport with clients and continually meet or exceed sales goals. Ultimately, a top-performing financial services representative should be knowledgeable of financial regulations as well as demonstrate exceptional communication, analytical, and customer service skills.

What We Offer
  • $50k- $150k+ 1st year potential
  • $70k Plus 1st year potential (with management experience)
  • WEEKLY BONUSES
  • WEEKLY PAY
  • Competitive sales and management bonuses
  • Industry leading incentives, up to 4 company sponsored vacation trips per year
  • Hands on training in classroom and out in the field with an experienced top manager
  • Accelerated growth potential: sales rep to team leader within 30 days
  • Lifetime vesting in renewals where you are paid for past performance

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