Financial Representative Salary in Colorado - State Average

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Average Salary for Financial Representative in Colorado - State Average

The average salary of a(n) Financial Representative in Colorado - State Average is $100,917.

The average hourly rate of a(n) Financial Representative in Colorado - State Average is $48.52.

The average bonus of a(n) Financial Representative in Colorado - State Average is $21,970.00.

Job Description:

Sells financial products and services and provides customer service in person, by telephone, or by mail. Manages territory marketing and sales activities to achieve sales goals within budgeted expenses and compliance with all company policies. Establishes, grows, manages, and expands relationships in designated geographic territory. Prospects for new clients using phone calls, individual and group meetings, workshops, presentations, etc. Determines customer's financial services needs and communicate services and products that address these needs. Presents financial solutions for retirement, insurance, college planning, and investment. Performs transactional work for customers such as opening accounts, completing payroll deductions, and taking stop payment orders. Interviews customers to obtain personal and financial data and completes applications for credit card and other loans. Conducts existing client account reviews. Cross-sells products and services like mortgages, IRA's, auto loans, etc. Meets or exceeds individual monthly sales goals. Maintains files and supplies of promotional materials. Analyzes investment performance data. Prepares for future sales presentations. Develops, presents, and helps implement financial plans. Reports daily sales activities, territory growth progress, competitive intelligence, and improvement opportunities to internal sales specialist, Sales Managers, and other interested parties as appropriate. Keeps abreast of and communicates trends in competitive issues, product, and the market. Less

Sells financial products and services and provides customer service in person, by telephone, or by mail. Manages territory marketing and sales activities to achieve sales goals within budgeted expenses and compliance with all company policies. Establishes, grows, manages, and expands... More

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