Financial Services Representative

Role Summary

Financial Services Representatives support clients with insurance, investment, and financial product needs. They help individuals understand available options, complete applications, and make informed decisions about financial protection and long‑term planning.

Core Responsibilities

• Assist clients with insurance and investment product selection
• Conduct basic financial needs assessments
• Provide education on financial products and services
• Support application processing and account setup
• Maintain client relationships and service requests
• Ensure compliance with regulatory and suitability standards

Key Skills

• Customer service and communication
• Basic financial and insurance knowledge
• Sales and relationship‑building
• Attention to detail and documentation
• Regulatory awareness

Common Backgrounds

• Customer service or sales roles
• Degrees in business, finance, or related fields
• Experience in insurance or financial services

Relevant Designations

• CFP
• ChFC
• CLU