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Financial Services Representative Job Description

Our Financial Services Representative job description includes the Financial Services Representative responsibilities, duties, skills, education, qualifications, and experience.

Financial Services Representative Example


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If you need an example job description for a Financial Services Representative download the one below, alternatively we have many other Finance job description samples and a job description library with over 3000 job descriptions templates that you can download for free.

What does a Financial Services Representative do?

Financial services representatives are typically employed by banks and insurance companies to sell various financial products or services to clients. They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals, and ensure that clients are satisfied with their purchases.

Financial Services Representative Role

We are recruiting for an experienced and Financial Services Representative to encourage clients to purchase our financial products and services. The Financial Services Representative’s responsibilities include responding to clients’ enquiries in a professional manner, providing sound financial advice to clients, cross-selling our products and services where possible, and attending various training programmes as required. You should also be able to follow up with clients to ensure that they are satisfied with the products or services purchased.

To succeed as a Financial Services Representative, you should be able to build rapport with clients and continually meet or exceed sales goals. Ultimately, a top-performing Financial Services Representative should be knowledgeable of financial regulations as well as demonstrate exceptional communication, analytical, and customer service skills.

Financial Services Representative Duties

  • Appropriate state licensure.
  • Proven experience working as a Financial Services Representative.
  • Sound knowledge of financial legislation.
  • Proficiency in all Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent analytical, organisational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Bachelor’s degree in Finance, Economics, Accounting, or related field.

Financial Services Representative Requirements

  • Schedule meetings with clients to discuss their financial needs and goals.
  • Collect pertinent client information to provide investment options that aline with clients’ financial situations.
  • Monitor market conditions to determine how various changes may impact taxes and client investments.
  • Advise clients on how to apply for mortgages and loans.
  • Develop and sustaining long-term relationships with clients to encourage repeat business and client referrals.
  • Cold-call potential clients to inform them of the various financial products and services on offer.
  • Suggest viable solutions to improve clients’ financial statuses.
  • Develop in-depth knowledge of our financial products to advise clients accordingly.
  • Appropriate state licensure.
  • Proven experience working as a Financial Services Representative.
  • Sound knowledge of financial legislation.
  • Proficiency in all Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent analytical, organisational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Bachelor’s degree in Finance, Economics, Accounting, or related field.

How to write a Financial Services Representative Job Advert

Use our job advert template to write a job advert for posting on job sites and job boards. Our job advertising templates are carefully created to help you reach your audience and beat the competition to the best talent.

A job description informs the reader about a job, whereas a job advert’s main objective is to sell the job opportunity to attract as many suitable applicants possible. A job advert maybe the first touch-point a candidate has with your company so it is important to create a great impression.

Job Advertisements should enticing, so considering using short, exciting language which get the reader’s attention.

How to write a Financial Services Representative Job Description

To write a job description, we recommend starting with a job description template from our job description library, which contains examples for 800+ positions and professions. Our job description examples include a job summary with duties and responsibilities and skills and requirements, which can be personalised for your job vacancy.

Job Description Advice - Guidance on How to Personalise a Financial Services Representative Job Specification

The hiring process and recruiting new employees to fill your key roles requires a degree of personalisation if you are to attract the best employees in a competitive employment market. The right person for a crucial role or more senior roles will likely have other employers targeting them. As your job description will be the first point of contact, you need to nail your pitch and provide the best possible service.

Job Description Tips - Help on formatting a Financial Services Representative Job Specification

When creating your bespoke description and advert, you should cover and promote these points:

Job title: This should accurately reflect the role and include keywords that top talent might be using to search for jobs.

Job duties: The day to day duties, such as administrative tasks, which vary depending on the company and inform the candidate if they can complete the role.

Technical skills: These are the hard skills required through training, such as proficiency with Microsoft Office.

Soft skills: These include the interpersonal skills and general abilities the right candidates will possess. For example, the competency to prioritise multiple tasks, handle customer queries and customer complaints, work alone, or build a good relationship with coworkers.

The company's culture: Highlighting your company culture and values ensures employees thrive and find outstanding job satisfaction. Candidates that are not the right fit won’t waste their time completing the application process, meaning you can focus on qualified individuals and hire in a more timely manner.

Career progression: Including the career path will entice candidates looking for career growth. 

Training and development programs: Smaller companies may need employees with previous experience or provide educational assistance over internal training offered by larger organisations with more significant resources. 

Employee benefits: Compensation and benefits often fail to appear in job ads and while you may want to hold your cards close to your chest, failing to include them is a mistake. Consider answering common questions, such as working hours and paid leave. Researching the average salary for the role in these early stages will ensure you don’t waste your interviewer’s and the candidate’s time.

Skill gaps: Your company may need to bring in new skills beyond those required to complete the key role and duties. Thinking on an organisational level can be beneficial when contemplating skills diversity.

Legal requirements: Ensure your job advert and description does not ask for inappropriate or discriminatory personal details, such as age, marital status, or religion.

How to Hire a Financial Services Representative

Once you have selected your Job Description download it or convert it to a Job Advert. From here you can post/advertise your job across our network of job boards. If you wish to use the job description for a CV Template click through for advice and Convert to a CV

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