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Financial Services Representative Job Description

How to Hire a Financial Services Representative

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Financial Services Representative Job Description

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 and Responsibilities

  • 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 Skills and 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.

Personalising Your Financial Services Representative Job Description Advise

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.

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.


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