Investment Representative
Kforce Inc.

RESPONSIBILITIES:

Kforce has a client in San Antonio, TX that is seeking Investment Representatives. The company offers competitive compensation and benefits during contract period.Responsibilities:

• In this role, the Investment Representative will deliver best-in-class guidance and service to members/clients
• Educate potential and existing members/clients about investment products and services
• Maintain current knowledge of products, policies and services while keeping abreast of financial markets and regulations
• Deliver on performance goals by uncovering additional client needs and deepening existing relationships
• The Investment Representative will be serving more members, acquiring new members, and meeting more member needs

REQUIREMENTS:

• 1+ years of financial industry experience
• Demonstrated passion and interest in financial markets
• Excellent customer service skills with the ability to actively listen to members/clients
• Ability to multi-task in a dynamic environment
• Requires basic knowledge of the organization, products, and services
• Excellent verbal and written communication skills
• Excellent computer skills a must
• Proven ability to meet and exceed productivity and performance goals
• Ability to adapt and seek solutions for members/clients in a fast-paced environment
• Focus on a high level of client satisfaction
• Call center experience is required
• Ability to retain and nurture relationships
• Previous investment or brokerage experience is a plus

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

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