Financial Wellness C....
Financial Wellness Consultant
Posted on :
08-01-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 445871
- FWCs are a client concierge – providing both transactional and account opening services to clients.
- Consistently providing exceptional client experience by helping to create a welcoming environment in our branches.
- Encouraging financial wellness conversations with clients (both impromptu and through appointment setting); educating them on our products and services and deliver challenging, yet achievable sales goals.
- One of the most challenging parts of this role is time management. A successful FWC needs to be a self-starter that manages their time wisely. You will be supported but you will own your days and will need to seek out opportunities to contribute to branch operations while also meeting sales goals.
Employment Type
Full Time
Company Industry
Key Skills
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