Explore jobs
Find specific jobs
Explore careers
Explore professions
Best companies
Explore companies
This question is about finance service representative.
What exactly does a financial service representative do?
A financial service representative provides financial advice and matches financial products with customers' needs and goals. This may include developing long-term relationships with customers, pursuing potential customer leads, monitoring market trends, and meeting sales goals.
Common duties of a financial service representative include:
Scheduling meetings with clients to discuss their financial needs and goals.
Collect pertinent client information to provide investment options that align with clients' financial situations.
Monitoring market conditions to determine how changes may impact taxes and client investments.
Advising clients on how to apply for mortgages and loans.
Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals.
Cold-calling potential clients to inform them of the various financial products and services offered.
Suggesting viable solutions to improve clients' financial statuses.
Developing in-depth knowledge of our financial products to advise clients accordingly.
Choose from 10+ customizable resume templates
Zippia allows you to choose from different easy-to-use templates, and provides you with expert advice. Using the templates, you can rest assured that the structure and format of your resume is top notch. Choose a template with the colors, fonts & text sizes that are appropriate for your industry.
