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.
Apply Now →