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Senior Representative Location: US-DC-Washington Email Job
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As a Senior Representative you will play a vital role in helping people secure their financial future. You will build relationships with clients, assess their needs, and provide tailored solutions to meet their specific goals.
Professional Development: Participate in training programs and workshops to enhance you knowledge and skills
Team Building: Collaborate with other representatives and support staff to achieve team goals.
Needs Assessment: Conduct thorough financial needs assessments to understand clients goals, risk tolerance, and budget constraints.
Client Acquisitions: Prospect for new clients through various channels, including referrals, networking, and community outreach.
Product Presentation: Effectively present our product and services highlighting the benefits and value they offer.
Client Relationship Management: Maintain ongoing relationship with clients, providing ongoing support and advice.
Robert Andre Reeder
PFS INVESTMENTS
1201 Connecticut Ave NW Floor 6 Washington, DC 20019 Phone: 2026078284
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