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Client Engagement & Financial Solutions Advisor

Job in Berlin, Hartford County, Connecticut, 06037, USA
Listing for: Jobtailor
Full Time position
Listed on 2026-07-31
Job specializations:
  • Sales
    Financial Sales
  • Finance & Banking
    Financial Sales
Salary/Wage Range or Industry Benchmark: 35000 - 52000 USD Yearly USD 35000.00 52000.00 YEAR
Job Description & How to Apply Below

Jobtailor is seeking a candidate who will engage clients in the lobby, educate them on self-service resources, and efficiently handle cash transactions. The role requires deep conversations to understand clients' financial priorities and to connect them with suitable solutions.

The ideal candidate has 1 year of sales experience with incentives and at least 6 months of cash handling, plus a business degree. A strong communicator with client education skills will thrive in this position.

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