The Field Sales Representative 5 is an entry-level position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales Team.The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.ResponsibilitiesEstablish and maintain high-value accounts by providing expert and professional advice and promoting high-level portfolios and other financial productsPerform the necessary processes, procedures and verbal dialogues to effectively customize offers and cross-sell an expansive set of products and services to existing customersAnalyze new and existing client interests, problems, and potential needs for new products and servicesReceive and process service requests for clients to achieve their transfer and maintain a low per...