StaffMyAgency Jobs Financial Services Representative – Sales & Client Support
Financial Services Representative – Sales & Client Support
📍 Rosedale, NY
💰 $60,000–$90,000/yr Full Time 📅 Posted 2026-06-23
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About This Role

Join our growing financial services team and build a rewarding career helping clients achieve their financial goals. As a Financial Services Representative, you'll deliver personalized solutions, manage client relationships, and grow your income through commissions and incentives. What You'll Do: • Consult with clients to understand financial needs and recommend tailored products/services • Build and maintain a strong client portfolio • Meet sales targets while providing exceptional customer service • Process applications, documentation, and account management • Stay current on financial products, market trends, and compliance regulations What We're Looking For: • 1+ years of financial services, banking, insurance, or sales experience (or equivalent) • Strong communication and interpersonal skills • Customer-focused mindset with ability to build trust • Organized, detail-oriented, and self-motivated • Valid driver's license preferred What You'll Earn: • Competitive base salary: $60,000–$90,000/year • Performance bonuses and commission opportunities • Health benefits, 401(k), and professional development Ready to advance your financial services career? Apply now.


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