Financial Services Representative Job Parker area,Colorado USA,Sales

Financial Services Representative

Gavin Heath is partnering with a client in Parker, CO looking to add a Financial Services Representative to their team. The role is a Direct Hire position.

This individual will be responsible for developing new client relationships, supporting investment planning activities, opening and servicing accounts, and helping clients identify financial and insurance solutions aligned to their goals. The ideal candidate will bring a blend of sales ability, customer relationship management, and financial services knowledge, along with the ability to operate in a fast-paced, client-facing environment.

Responsibilities :

Generate new business opportunities through prospecting, networking, referrals, and client relationship development
Conduct customer-focused, needs-based conversations regarding insurance and financial services solutions
Support investment planning activities and assist clients with identifying appropriate financial products and services
Open new accounts and assist with account funding, servicing, maintenance, and annual reviews
Facilitate suitability discussions and support trade-related activities in accordance with licensing and compliance requirements
Develop leads, schedule appointments, and maintain ongoing client communication
Quote and onboard new business opportunities
Work closely with the Agent to establish and achieve marketing and business development goals
Maintain accurate client records and follow agency procedures and compliance standards
Deliver a high level of customer service and relationship management throughout the client lifecycle

Qualifications :

Active Series 65 license required
Life & Health license required or ability to obtain
Prior experience in financial services, insurance sales, investment services, banking, or a related client-facing sales environment preferred
Demonstrated success meeting sales goals, quotas, or business development targets preferred
Strong interpersonal, communication, and presentation skills
Ability to build trust and develop long-term client relationships
Self-motivated with strong organizational and follow-through skills
Detail-oriented with the ability to manage multiple client interactions and administrative tasks
Comfortable discussing financial products, insurance solutions, and customer needs in a consultative manner
Proficiency with basic computer systems, CRM platforms, and client account management tools preferred

Gavin Heath is an equal opportunity employer. Gavin Heath will extend equal opportunity to all individuals without regard to race, religion, color, sex (including pregnancy, sexual orientation and gender identity), national origin, disability, age, creed, ancestry, genetic information, or any other status protected under applicable federal, state, or local laws.