IRA Services Representative, Sr. jobs in Jacksonville, FL

Overview:

We are seeking a highly motivated and detail-oriented individual to join our team as a Financial Representative. As a Financial Representative, you will play a crucial role in providing exceptional customer service and building strong relationships with clients. This is an excellent opportunity for someone with a passion for finance and sales to grow their career in the financial industry.

Responsibilities:

- Provide outstanding customer service to clients, addressing their financial needs and inquiries

- Conduct financial sales, promoting our products and services to clients

- Build and maintain strong relationships with clients, ensuring their satisfaction and loyalty

- Collaborate with team members to achieve sales targets and meet performance goals

- Stay updated on industry trends and product knowledge to effectively serve clients

- Utilize customer relationship management (CRM) software to track client interactions and maintain accurate records

Requirements:

- Excellent customer service skills with the ability to effectively communicate complex financial information

- Ability to build and maintain relationships with clients, demonstrating strong relationship management skills

- Ability to work independently as well as collaboratively in a team environment

Join our team as a Financial Representative and embark on an exciting career in the financial industry. We offer competitive compensation, comprehensive training, and opportunities for professional growth. Apply now to become part of our dynamic team!

Job Type: Full-time

Pay: $800.00 - $1,600.00 per week

Benefits:

• Flexible schedule

Experience level:

• No experience needed

Schedule:

• Monday to Friday
• Weekends as needed

Work Location: In person