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Financial Services Representative

Perez Producers Financial Services Tucson, AZ

Tucson, AZ

Today

$250 - $15,000/mo Full time Advisor Client Relations Client Service

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Job Description

Financial Services Representative role at Perez Producers Financial Services in Tucson, AZ, offering a hybrid remote setup. The position focuses on helping families move toward long-term financial security through education, tailored solutions, and ongoing support through insurance, investment, and home loan processes.

What You’ll Do

Educate families on financial concepts and the range of available solutions
Assist clients in developing customized plans for life insurance protection, retirement planning, debt elimination, and home loan guidance
Support clients throughout the life insurance, investment, and home loan processes
Provide appropriate products and services while assisting customers with their financial needs
Manage customer relationships through effective communication and personalized service
Build long-term relationships centered on trust and financial confidence
Process loan applications, including origination, documentation, and approval workflows
Perform fraud prevention and detection measures to safeguard customer accounts and company assets
Use financial software to record transactions, update account information, and generate reports

Qualifications

No experience required; full training will be provided
Proven experience in financial sales, customer service, or related roles within the banking or financial services industry
Strong knowledge of loan origination, loan processing, debts & credits, and cash management procedures
Familiarity with financial software systems and proficiency in 10 key typing for efficient data entry
Excellent interpersonal skills, with the ability to manage customer relationships effectively
Basic math skills including retail math, banking calculations, and general numerical accuracy
Ability to proactively detect potential fraud or suspicious activity
Strong organizational skills with attention to detail in documentation and compliance requirements
Prior experience with relationship management, sales, and banking operations is preferred
If you are not licensed, willingness to invest in order to obtain required licensing
Attendance requirement acknowledgment for mandatory training every Tuesday at 7PM

Required Technologies

Financial software
10 key typing

Compensation

Pay: $250.00 - $15,000.00 per month
Compensation structure: commission-based with unlimited earning potential

Work Location and Schedule

Location: Tucson, AZ 85741 (hybrid remote)
Job types: Full-time, Part-time, Internship
Schedule flexibility: flexible schedule and remote options

Licensing

Life Insurance License: preferred

Training and Support

Paid training and licensing support
Mandatory training every Tuesday at 7PM

Career Growth

Opportunities for leadership and career growth

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