The Field Sales Representative is an entry-level position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales Team. The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.
**Responsibilities**:
- Establish and maintain high value accounts by providing expert and professional advice and promoting high level portfolios and other financial products
- Perform the necessary processes, procedures and verbal dialogues to effectively customize offers and cross sell an expansive set of products and services to existing customers
- Analyze new and existing client interests, problems, and potential need for new products and services
- Receive and process service requests for clients to achieve their tra...