Check with seller Financial Services Professional San Jose, CA 95110 San Jose

  • Location: San Jose, California, United States

As a Financial Services Representative, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. Benefit from a culture of innovation that embraces growth and the changes that come with it. You’ll also have the freedom to control and make decisions that impact your career with the support and mentorship of a team.

Daily Responsibilities:
- Prospecting through networking and referrals
- Expanding your skills through ongoing professional development
- Developing and maintaining long-term relationships with clients
- Providing financial solutions for clients through fact gathering and needs analyses

- Market Development/Networking Abilities
- Communication and Organizational Skills
- Disciplined Work Ethic
- Entrepreneurial Mindset

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