Top financial services representative skills needed to get the job.

Comments (3)

Host

What are the top 3 traits or skills every financial services representative must have to excel?

Can you suggest any tips or insights to develop your financial services representative expertise?

les1163 in Spring Hill, Florida

68 months ago

Host said: What are the top 3 traits or skills every financial services representative must have to excel?
Great Repore, Smile Alot, Greet by Name, if known. Ask Questions to build relationships.

Can you suggest any tips or insights to develop your financial "Hello, Mrs. Smith, How are you today?" "How Is your son doing? "He should be about twelve now" "Have you given any thought to His future education" We have a great program....

les1163 in Spring Hill, Florida

68 months ago

les1163 in Palm Coast, Florida said:

"Hello, Mrs.Jones," Are you feeling better today?"
" Great, That's wonderful? "Has your Grandaughter started kindergarten, yet?" "This a perfect time to start saving for her future." We have a perfect program......."

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