Life Services Financial Services Representative

Life Services Financial Services Representative

Requirements

• Is client-focused with a passion for excellence and a positive team attitude
• Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance –based environment
• Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
• Is an effective communicator with an aptitude for sales and relationship management
• Has strong computer skills
• Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
• Is ambitious, disciplined, hardworking, resilient, and willing to learn

Responsibilities

• Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
• Focuses daily on service to sales with existing Merrill clients
• Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals

Preferred Qualifications

• Attention to Detail
• Critical Thinking
• Customer and Client Focus
• Oral Communications
• Prioritization
• Active Listening
• Decision Making
• Emotional Intelligence
• Result Orientation
• Written Communications
• Account Management
• Adaptability
• Client Experience Branding
• Coaching
• Referral Identification