Being a ‘people person’ is a winning trait for a successful Financial Services Representative (FSR). It’s a big part of the client acquisition process and candidates who possess this characteristic and enjoy networking and personal interaction are highly valued in this industry. Call it a form of professional socialization. Every day is an opportunity to meet or reconnect with someone who needs your help. You’ll help by meeting with individuals, families and business owners, listening to their financial concerns, understanding their needs and generate solutions by recommending specific products and services that can help protect and accumulate wealth.