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Financial Services Advisor - Customer & Cross-Sell
Job in
Windsor, Sonoma County, California, 95492, USA
Listed on 2026-06-30
Listing for:
easyfinancial
Full Time
position Listed on 2026-06-30
Job specializations:
-
Sales
-
Customer Service/HelpDesk
Customer Service Rep
Job Description & How to Apply Below
easyfinancial in Windsor is seeking a customer-oriented representative to engage with clients both in person and over the phone. This role involves demonstrating empathy while assisting customers in achieving their financial goals through suitable product recommendations. Candidates should possess strong communication skills and thrive in a fast-paced environment.
The position offers a competitive pay range of $19.00 - $20.00/hour CAD plus bonuses, along with benefits like employee discounts and healthcare access. If you’re driven and passionate about making a difference, we encourage you to apply.
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