Stockbrokers Series 7 license

We are looking to hire an experienced and detailoriented financial services representative to persuade clients to purchase our financial products and services. The financial services representatives responsibilities include responding to clients inquiries in a professional manner providing sound financial advice to clients crossselling 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 topperforming financial services representative should be knowledgeable of financial regulations as well as demonstrate exceptional communication analytical and customer service skills.

Financial License Serie 7

Tasks

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.
• Developing and sustaining longterm relationships with clients to encourage repeat business and client referrals.
• Interacting with potential clients to inform them of the various financial products and services on offer.
• Suggesting viable solutions to improve clients financial statuses.
• Developing indepth knowledge of our financial products to advise clients accordingly.

Requirements

Financial Services Requirements:

• Excellent analytical organizational and problemsolving skills.
• Effective communication skills.
• Exceptional customer service skills.
• Series 7 License (Required or Willing to Obtain)

Benefits

If you are passionate about the world of finance and enjoy working closely with clients this is an exciting opportunity for you.

Pay: $120000.00 $200000.00 per year

Compensation Package:

Bonus opportunities

Commission pay