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New York Life - Anaheim
Anaheim, CA, United States
New York Life in Anaheim, CA is seeking a Financial Services Professional to join our esteemed team. At New York Life, we pride ourselves on our commitment to providing top-tier financial services and solutions to our clients. As a Financial Services Professional, you will play a crucial role in helping individuals and families secure their financi
Job Source: New York Life - AnaheimEquitable
Irvine
Financial Professional - CA, Irvine (5113) ( 240000BO ) **Primary Location** : UNITED STATES-CA-Irvine **Organization** : Equitable Advisors **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being provi
Job Source: EquitableVivo Aquatic Group
Irvine, CA, United States
Description Job Title: Professional Services Technician Department: Operations Reports To: Professional Services Manager Supervises: N/A Job Classification: Full-Time / Hourly, Non-Exempt SUMMARY OF ESSENTIAL DUTIES AND RESPONSIBILITIES The main role of the Professional Services Technician is to provide technical expertise, training, and suppo
Job Source: Vivo Aquatic GroupVivoAquatics
Irvine, CA, United States
Job Title: Professional Services Technician Department: Operations Reports To: Professional Services Manager Supervises: N/A Job Classification: Full-Time / Hourly, Non-Exempt SUMMARY OF ESSENTIAL DUTIES AND RESPONSIBILITIES The main role of the Professional Services Technician is to provide technical expertise, training, and support for
Job Source: VivoAquaticsRemX
downey, CA, United States
Job Description Job Description RemX is seeking a team of Customer Service Professionals in the Downey, CA area! This is a hybrid position working 3 days onsite and 2 days remote. This role is to build customer loyalty and confidence by receiving and responding to customer inquiries via all channels. Responsibilities: Work directly with the
Job Source: RemXVivoAquatics
Irvine, CA, United States
Job Description Job Description Description: Job Title: Professional Services Technician Department: Operations Reports To: Professional Services Manager Supervises: N/A Job Classification: Full-Time / Hourly, Non-Exempt SUMMARY OF ESSENTIAL DUTIES AND RESPONSIBILITIES The main role of the Professional Services Technician is to provide tech
Job Source: VivoAquaticsPenske Automotive
Santa Ana, CA, United States
Crevier BMW, a Penske Automotive Group dealership, is looking for an experienced Financial Services Consultant to join our team and deliver extraordinary customer experiences. JOIN OUR TEAM At Penske Automotive Group (PAG), we strive to create a positive and challenging workplace that promotes excellence and achievement, and we aim to deliver the
Job Source: Penske AutomotivePenske Automotive
Santa Ana
**Audi South Coast, a Penske Automotive Group dealership, is looking for an experienced Financial Services Consultant to join our team and deliver extraordinary customer experiences.** **JOIN OUR TEAM** At Penske Automotive Group (PAG), we strive to create a positive and challenging workplace that promotes excellence and achievement, and we aim to
Job Source: Penske AutomotiveSanta Ana, CA, United States
Looking to hire a detail-oriented financial services professional to persuade clients to purchase our financial products and services. The financial services representative’s responsibilities include responding to clients' inquiries in a professional manner, providing sound financial advice to clients, cross-selling our products and services where possible, and attending various training programs as required. 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.
Financial Services Representative Responsibilities:
Scheduling meetings with clients to discuss their financial needs and goals.
Collecting pertinent client information to provide investment options that align with clients' financial situations.
Monitoring market conditions to determine how various 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 on offer.
Suggesting viable solutions to improve clients' financial statuses.
Developing in-depth knowledge of our financial products to advise clients accordingly.
Financial Services Representative Requirements:
Appropriate state licensure or interested in obtaining it.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in all Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Job Type: Full-time
Pay: $75,000.00 - $125,000.00 per year
Work Location: In person
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Email Alert for Financial Services Professional jobs in Santa Ana, CA, United States
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