Posted Dec 19, 2020 4 views
Financial Representative Responsibilities:
- Scheduling meetings with clients to discuss their financial needs and goals.
- Collecting pertinent client information to provide investment options that align with clients' financial situations.
- Monitoring market conditions to determine how various changes may impact taxes and client investments.
- Advising clients on how to apply for mortgages and loans.
- Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals.
- Cold-calling potential clients to inform them of the various financial products and services on offer.
- Suggesting viable solutions to improve clients' financial statuses.
- Developing in-depth knowledge of our financial products to advise clients accordingly.
Job Details
RED SIGNAL
Interested in working for a growing technology company with lots of energy and excitement? RED SIGNAL offers talented and motivated people the opportunity to work on the most cutting edge technologies in a dynamic working environment. Our friendly, progressive working environment is based on respect for each person's unique contributions. Through internal advancement opportunities, competitive salaries, benefits, and a chance to work with customers around the world, you'll have the opportunity to create a career that you can be proud of. Moreover, you will get ample opportunities to work on different latest technology platforms and perform in diverse business scenarios. At Red Signal, our strategy is simple. We hire the smartest and most passionate people we can find. We value efficiency, simplicity, and working smart. We place great emphasis on maintaining a transparent, apolitical, and intellectually honest environment where everyone's opinion is respected and where people's contributions are acknowledged and rewarded. RED SIGNAL is also proud to be an equal opportunity employer.
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