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Associate Financial Services Representative Jobs in Washington

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Associate Financial Services Representative information

What do associate financial services representatives do?

An associate financial services representative assists clients with banking and financial products, such as accounts, loans, and investments. They provide customer service, gather financial information, and may use banking software to process transactions and support financial advising activities.

What is the difference between Associate Financial Services Representative vs Customer Service Representative?

AspectAssociate Financial Services RepresentativeCustomer Service Representative
Required CredentialsHigh school diploma; FINRA licenses often preferredHigh school diploma or equivalent; no financial licenses typically required
Work EnvironmentBank branches, financial institutions, client meetingsCall centers, retail stores, customer support centers
Employer & Industry UsageFinancial services, bankingRetail, telecommunications, service industries
Common Search & Comparison IntentUnderstanding financial roles, career progressionCustomer support, service skills, job duties

The Associate Financial Services Representative typically requires financial licenses and works within banking or financial institutions, focusing on financial products and client advising. In contrast, a Customer Service Representative handles general customer inquiries across various industries without specialized financial credentials. The roles differ mainly in industry focus and required certifications, with the Associate Financial Services Representative being more specialized in finance-related services.

What does an associate financial services representative do?

An associate financial services representative assists clients with banking and financial products, such as accounts, loans, and investments. They provide customer service, gather financial information, and may use banking software to process transactions and support financial advising. Strong communication skills and knowledge of financial services are essential for this role.
What cities in Washington are hiring for Associate Financial Services Representative jobs? Cities in Washington with the most Associate Financial Services Representative job openings:
Associate Financial Services Representative jobs near you

Financial Services Representative

Alexander Brown - State Farm Agency

Columbia, MD • On-site

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

We are an award winning State Farm agency focused on fulfilling the needs of our customers and creating success for our team. My Unique Ability is empowering others to achieve their potential and strategizing simple solutions that build confidence in our shared future. We are unique as we have 3 locations across Maryland in Columbia, Catonsville and Pasadena.

If you have experience in the Financial Services industry, I invite you to apply for the position in my office. Only candidates who meet the following criteria will be considered for this role:


1. Must have an active Series 65 or 7 License and other relevant certifications.
2. Must be able to make the commute to our agency location in Columbia, Catonsville OR Pasadena, MD. This is an in-office position.

We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities

  • Provide investment options and consult securities to customers.
  • Conduct financial needs analysis and recommend investment products.
  • Manage customers portfolios and provide ongoing support.
  • Stay updated on market trends and regulatory changes.
  • Conduct presentations and seminars on investment topics.
  • Maintain accurate records of transactions and customers interactions.
  • Ensure compliance with industry regulations and standards.

What we provide

  • Base Salary plus Commission/Bonus
  • Paid Time Off (Holiday, vacation and personal/sick days)
  • Valuable experience
  • Flexible Schedule
  • 401K Matching
  • Group Life Insurance
  • Growth potential/Opportunity for advancement within my office

Requirements

  • Series 65 or 7 License
  • Financial Services Experience
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Excellent communication skills - written, verbal and listening
  • Proficiency with financial software and tools
  • High ethical standards and professionalism
  • Self-motivated
  • Ability to multi-task
  • Ability to effectively relate to a customer

If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.