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Job Descriptions - Financial Services Representative

Templates | English

A financial service representative (or FSR) typically works for a bank or credit union, however there are a few FSR opportunities available in insurance agencies, financial organizations, and other institutions. The financial service representative is a customer-facing role that needs the individual to be well-versed in their company's many financial solutions. Financial service representatives provide consulting services in the banking and insurance industries, giving financial advice, proposing products, and negotiating mortgage terms. Contacting consumers and creating connections with them, offering financial advice, and cross-selling insurance products to new and existing clients are all their responsibilities. This position is ideal for professionals who enjoy meeting new people every day, have previous customer service experience, and a knack for arithmetic and data analysis. The educational qualifications for this role differ depending on the institution. Some establishments consider practical banking and proved financial product expertise to be more important than formal education, while many banks prefer persons with a bachelor's degree in business, finance, or a similar area. Finance service agents often work in an office setting during regular business hours and earn approximately $16 per hour. More on this can be understood by reading the content given.

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Job Descriptions - Financial Services Representative

Templates | English