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Financial Services Representative Job at Alliance for Federal Employees, Inc

Alliance for Federal Employees, Inc Dallas, TX

Discover how to help your clients plan the retirement they deserve, while also achieving your own financial freedom.

Alliance For Federal Employees

We were founded on the belief that federal workers can plan a financially-secure retirement – and avoid making costly mistakes – when they fully understand their benefit options.

Our goal is to ensure that Federal Employees have been given the knowledge to plan for a retirement that is well balanced and provides the income they need for the rest of their lives.

Our team has earned the Federal Retirement Consultant (FRC) Designation and Certification signifying we have demonstrated a level of knowledge that you can trust.

Ethics -

We follow an established code of ethics and professional conduct which advocates for the best interest of federal employees.

Professionalism -

We increase professionalism by expanding knowledge in the complexities of the federal employee retirement systems and related benefits.

Accountability -

We hold professionals who earn the FRC Designation to the highest ethical standards

Responsibilities we'll trust you with:

  • Taking pre-set appointments and providing educational materials regarding your client’s benefit options and available resources.
  • Providing top-tier service, assisting clients with questions, concerns, and benefit availability.
  • Communicating effectively and confidently with clients to make their financial lives better.
  • Becoming a knowledgeable and reliable source for federal retirement-planning information.
  • Maintaining a strong work ethic with a total commitment to success each and every day.
  • Maintaining a high level of professionalism at all times.
  • Utilizing the tools and resources provided in assisting your clients.

Your qualities and expertise:

  • Relevant industry experience or knowledge in Federal Benefits.
  • Superb relationship building skills.
  • Ability to simplify, clarify, and explain benefits to clients.
  • Excellent written and verbal communication skills.
  • Strong attention to detail.
  • Desire to provide exemplary service to clients.
  • Ability to work independently in a deadline driven and goal-oriented team environment.

We need your expertise!

Join Our Team as a Financial Services Representative today!

Job Type: Full-time

Pay: $175,000.00 - $185,000.00 per year

Schedule:

  • Monday to Friday

Work Location: One location




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