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Financial Services Representative

Company: Silverline Visionary
Location: Melville
Posted on: January 20, 2023

Job Description:

Job DescriptionOur work culture breeds innovation and strong leadership skills. We understand what it means to invest in our team members. When you grow, we grow. Our team is looking for positive and motivated individuals who are enthusiastic about helping clients, all the while, growing within our company structure. We're on the search for Financial Services Representatives who are looking for a growth oriented environment. Our collaborative team atmosphere allows for new team members to get hands-on training, as this is an entry level position. We've proudly partnered up with Better Path Financial who's sole cause is to leave a positive impact on their customers by getting them out of debt, safely and securely. By taking on the role of the middle-person, we can ensure that our clients receive the best representation while their customers also get peace of mind.Position Description:

  • Face to face consultations with potential clients to analyze their financial goals
  • Qualify clients for debt management/relief services
  • Prepare income and expense reports for clients
  • Ensure project components are effectively tasked, handed over, and communicated with legal and management teams
  • Teaching and training lesson plans to our entry-level representativesRequirements:
    • Experience in mortgages/ debt relief is preferred but not necessary
    • General understanding of budgeting, interest rates, mortgages etc
    • Strong communication skills in customer service as well as within a team
    • Coaching and training ability
    • Goal-oriented
    • Mastery of good habits and professionalismWhat we offer:
      • Paid Training
      • Bonus and Incentive Structure
      • Weekly W2 Paycheck Transferrable Experiences:Outreach, Canvasser, Promotions, Client Service, Human Resources, Food Service, Marketing, Entry Level, Sales, Promotions, Retail, Hospitality, Training, Leadership Development, Training Programs, Customer Service, Customer Care, Coordination, Communication, Collaboration, Team Environment, Mentor, Public Speaking, Strategy, Business, Psychology, Customer Relations, Bartending, Serving, Host/Hostess, Recruiting, Military, Finance, Insurance, Solar, BaristaCompany DescriptionWe're a direct marketing firm located in the heart of long island with our finger on the pulse of what our market needs. Thanks to our tried and true methods of approach we have been able to deliver on results tenfold for our clients. We're looking for like-minded, goal oriented individuals who'd like to opportunity to get hands-on training and management experience within the marketing field.

Keywords: Silverline Visionary, New Haven , Financial Services Representative, Accounting, Auditing , Melville, Connecticut

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