FSR (Financial Sales Representative)

As a Builtwell Financial Sales Representative, you will be the first building block with our customers that helps them achieve their financial goals by having conversations with them where you listen for clues that help you understand how to meet their financial needs. You will have the opportunity to meet with customers and prospects both in person and by phone to determine financial goals and needs, and meet those needs by proactively offering appropriate products, services, and trusted financial advice.

Job Duties and Primary Responsibilities:

FSR responsibilities include, but are not limited to the following:

Required Qualifications

• High school diploma or GED

Skills and Competencies

• Basic computer skills


• Excellent communication skills (critical thinking and listening skills)


• Stellar customer service skills


• Demonstrated successful sales performance.


• Ability to learn and follow financial center operation and security procedures.