Financial Services Representative We are seeking motivated and dependable individuals to join our growing financial services team. This position focuses on meeting with clients, identifying their needs, presenting available financial solutions, and building long-term professional relationships. The ideal candidate is confident, personable, organized, and willing to learn. Previous financial services experience is helpful but not required. Complete training and continued support are provided. Responsibilities Meet with prospective and existing clients Evaluate individual and family financial needs Present available financial products and services Help clients understand their available options Assist clients throughout the application process Develop new business within an assigned territory Build and maintain long-term client relationships Schedule and manage client appointments Complete documentation accurately and on time Follow up with clients and provide continued support Participate in regular training and team meetings Qualifications Strong communication and interpersonal skills Professional, dependable, and organized Comfortable meeting and speaking with new people Strong time-management skills Ability to work independently and as part of a team Willingness to learn and receive coaching Previous experience in customer service, sales, account management, banking, or another client-facing position is preferred but not required What We Offer Comprehensive training Flexible scheduling Weekly compensation Bonus opportunities Ongoing coaching and professional development Advancement into training and leadership Supportive, team-oriented work environment This is an excellent opportunity for someone interested in financial services, client relations, and long-term professional growth. Apply today to be considered for an interview with our local hiring team.

Job Type:

Full-time Pay:

$85,000.00 - $120,000.00 per year

Benefits:

Flexible schedule Ability to

Commute:

Milton, FL 32570 (Required)

Work Location:

In person