Financial Services Representative

Overview

• MUST HOLD AN ACTIVE MICHIGAN LIFE AND HEALTH LICENSE

• We are seeking a motivated individual to join our financial team in a sales capacity.

This role is designed for candidates who are interested in developing a career in financial services, with a focus on client acquisition, relationship management, and tailored financial solutions. The ideal candidate will have prior experience in sales or customer engagement and a strong interest in personal finance. Key Responsibilities

• Initiate contact with prospective clients through outbound calling, networking, and community engagement.
• Conduct introductory meetings to assess client needs and present appropriate financial strategies.
• Maintain ongoing communication with clients to ensure satisfaction and retention.
• Collaborate with senior advisors to refine sales techniques and expand client relationships.
• Track sales activity and performance metrics using CRM tools.
• Stay informed about financial products, market trends, and industry developments. Qualifications Michigan Life and Health License Required
• 1+ years of experience in sales, customer service, or financial services preferred.
• Strong interpersonal and communication skills.
• Self-motivated and goal-oriented with a willingness to learn.
• Experience with outbound sales or telemarketing is beneficial.
• Bilingual capabilities are a plus.
• Comfortable working in a structured, performance-driven environment. Compensation & Benefits
• Base salary plus commission structure.
• First-year earnings typically range from $65,000 to $90,000, with potential for higher income based on performance.
• Professional development and mentorship opportunities.
• Flexible scheduling options.
• In-person work environment.

Job Type:

Full-time Pay:

$65,000.00

• $150,000.

00 per year

Benefits:

Flexible schedule

Work Location:

In person Financial Services Representative 37000 Grand River Avenue, Farmington, MI 48335 $65,000

• $150,000 a year
• Full-time $65,000
• $150,000 a year
• Full-time Overview

• MUST HOLD AN ACTIVE MICHIGAN LIFE AND HEALTH LICENSE

• We are seeking a motivated individual to join our financial team in a sales capacity.

This role is designed for candidates who are interested in developing a career in financial services, with a focus on client acquisition, relationship management, and tailored financial solutions. The ideal candidate will have prior experience in sales or customer engagement and a strong interest in personal finance. Key Responsibilities

• Initiate contact with prospective clients through outbound calling, networking, and community engagement.
• Conduct introductory meetings to assess client needs and present appropriate financial strategies.
• Maintain ongoing communication with clients to ensure satisfaction and retention.
• Collaborate with senior advisors to refine sales techniques and expand client relationships.
• Track sales activity and performance metrics using CRM tools.
• Stay informed about financial products, market trends, and industry developments. Qualifications Michigan Life and Health License Required
• 1+ years of experience in sales, customer service, or financial services preferred.
• Strong interpersonal and communication skills.
• Self-motivated and goal-oriented with a willingness to learn.
• Experience with outbound sales or telemarketing is beneficial.
• Bilingual capabilities are a plus.
• Comfortable working in a structured, performance-driven environment. Compensation & Benefits
• Base salary plus commission structure.
• First-year earnings typically range from $65,000 to $90,000, with potential for higher income based on performance.
• Professional development and mentorship opportunities.
• Flexible scheduling options.
• In-person work environment.

Job Type:

Full-time Pay:

$65,000.00

• $150,000.

00 per year

Benefits:

Flexible schedule

Work Location:

In person