Financial Services Representative

Financial Services Representative



GavinHeath is partnering with a client in Parker, CO looking to add a Financial Services Representative to their team. The role is a Direct Hire position.

This individual will be responsible for developing new client relationships, supporting investment planning activities, opening and servicing accounts, and helping clients identify financial and insurance solutions aligned to their goals. The ideal candidate will bring a blend of sales ability, customer relationship management, and financial services knowledge, along with the ability to operate in a fast-paced, client-facing environment.

Responsibilities :

• Generate new business opportunities through prospecting, networking, referrals, and client relationship development


• Conduct customer-focused, needs-based conversations regarding insurance and financial services solutions


• Support investme...