This question is about what a finance representative does and finance representative.

What are the duties of a financial service representative?

By Zippia Team - Dec. 17, 2021

The duties of a financial service representative vary based on which organization they work for. Representatives may specialize in assisting with loans, investments, securing lines of credit, planning for retirement, or selling life insurance. They can be working for individual customers or on behalf of companies or the government.

Common Duties of Financial Service Representative:

Customer outreach: Developing and maintaining relationships
Providing financial advice: Trusted as an expert
Monitoring trends in the industry: Understanding of risk and rewards

What are the duties of a financial service representative?

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