Finance Jobs in Anniston, AL

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Financial Services Representative

HCH Group LLC Anniston, AL

Anniston, AL

Today

$55k - $70k/yr Full time Client Relations Client Service Financial Services

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Job Description

HCH Group LLC is seeking a Financial Services Representative to support clients in Anniston, AL through clear product guidance and consistent relationship management. This in-person role focuses on helping prospective and existing clients understand available options, ensuring appointments are scheduled and documented, and maintaining accurate records while following company and industry procedures.

In this position, you will communicate professionally with clients, identify their needs, and provide timely follow-up, while also building product knowledge through training and professional-development meetings.

What you’ll do

Communicate with prospective and existing clients in a professional manner
Explain product information, eligibility requirements, and available options clearly and accurately
Maintain ongoing relationships with existing clients and provide continued customer support
Schedule and conduct client appointments
Identify client needs and recommend appropriate available solutions
Maintain accurate client and appointment records
Follow company procedures and applicable industry requirements
Participate in scheduled training and professional-development meetings
Develop a thorough understanding of the products and services offered
Provide timely follow-up to clients and prospective clients

What you bring

Strong communication and interpersonal skills
Professional and dependable approach to work
Comfort speaking with clients individually and in a presentation setting
Strong organizational and time-management skills
Customer service or financial services experience is helpful but not required
Ability to work independently and as part of a team

Compensation and location

Salary: USD $55,000 - $70,000 per year
Work location: In person (Anniston, AL)
Schedule type: Onsite

Benefits

Flexible scheduling
Training and ongoing professional development
Opportunities for advancement
Supportive team environment

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