
Financial Services Representative
Are you a people-oriented individual with a passion for helping others achieve financial security? Do you have a strong background in finance and a desire to work for a reputable and established company? Look no further, because Nationwide Mutual Insurance is seeking a dedicated and driven Financial Services Representative to join our team. As a member of our financial services team, you will have the opportunity to make a positive impact on the lives of our clients by providing expert guidance and solutions to their financial needs. We are looking for someone with a strong work ethic, excellent communication skills, and a commitment to delivering exceptional customer service. If this sounds like you, read on to learn more about the qualifications and responsibilities of the role.
- Provide expert financial advice and guidance to clients in order to help them achieve their financial goals and secure their financial future.
- Build and maintain strong relationships with clients by actively listening to their needs and effectively communicating solutions.
- Conduct thorough financial analyses to assess client's current financial situation and identify areas for improvement.
- Offer a wide range of financial products and services to clients, including but not limited to insurance, investments, and retirement planning.
- Stay up-to-date on industry trends and changes in the financial market in order to provide accurate and relevant information to clients.
- Act as a brand ambassador for Nationwide Mutual Insurance by promoting our products and services to potential clients.
- Collaborate with other team members to develop and implement strategies for achieving individual and team sales goals.
- Maintain accurate and organized client records and documentation in accordance with company policies and procedures.
- Continuously strive to improve and expand knowledge and skills through training and professional development opportunities.
- Demonstrate a strong work ethic and commitment to delivering exceptional customer service at all times.
Bachelor's Degree In Finance, Business, Economics, Or A Related Field.
Previous Experience In Financial Services, Specifically In Insurance Or Investment Products.
Strong Understanding Of Financial Markets, Products, And Regulations.
Excellent Communication And Interpersonal Skills To Build And Maintain Client Relationships.
Proven Track Record Of Meeting Sales Targets And Achieving Customer Satisfaction.
Communication Skills
Financial Planning
Networking
Time Management
Product knowledge
Attention to detail
customer service
Relationship Building
Problem-Solving
Client Retention
Insurance Knowledge
Sales Techniques
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
Work ethic
creativity
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Financial Services Representative in Columbus, OH, USA is between $36,000 to $60,000 per year. However, this can vary depending on factors such as experience, education, and the specific company and industry the representative is working in. Some representatives may also earn bonuses or commissions on top of their base salary.
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Nationwide Mutual Insurance Company and affiliated companies, commonly shortened to Nationwide, is a group of large U.S. insurance and financial services companies based in Columbus, Ohio. The company also operates regional headquarters in Scottsdale, Arizona; Des Moines, Iowa and San Antonio, Texas.

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