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Answering questions and providing continued support to students throughout the financial aid process via a variety of communication methods. Though the particulars vary somewhat from firm to firm, the title essentially denotes an insurance sales agent who also acts as an investment broker and/or a financial planner. Duties of a financial representative as a financial representative, you constantly analyze market conditions, trends and changes that affect you and your clients. Process orders, prepare correspondences and fulfill customer needs to ensure customer satisfaction. Responsible for meeting assigned productivity goals;
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Your duties also include the analysis of your client's financial situation, ensuring they have the best information to make good financial decisions.
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Coordinate with clients and negotiate on all payment settlements for same.
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Coordinate with clients and negotiate on all payment settlements for same.
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