Interested in taking on a new challenge in the Financial Services industry? Or, maybe you are seeking entry into the industry? Either way; if you have a background in customer service, retail sales, banking or finance, let's talk!
Join the Financial Services team that assists participants, plan sponsors and brokers with account maintenance and answering general questions about planning for retirement.
About this position :
Responsibilities
· Fielding an average of 50 - 60 inbound private client calls per day from members, plan sponsors and brokers regarding Financial Services and Retirement planning; discussing plan options and updating account information.
· Interpret and apply all changes and enhancements to new and old products
· Cross-sells unfamiliar product line to support strategy of all business lines meeting goals
· Identifies the root cause to proactively offer consultative expertise and uncover the unstated need
· Maintains a documented record of conversations to best learn from customers
· Utilizes virtual technology and social media to enhance customer, financial advisor, and agent experience
· Follows all rules and regulations to ensure compliance.
What you need:
· Have a consultative sales aptitude and enjoy interacting with customers and helping others
· Financial services experience is a plus, but not necessary
· Highly engaged, grateful, and humble attitude
· Excellent verbal and written communications
· Proficiency with computers and common office software
Education: High school diploma or equivalent required. Undergraduate degree in Finance, Business Administration, Insurance, Economics, and Communications preferred
Experience: 2 years customer service experience in banking, financial services, retail, sales and/ or hospitality experience
- A SERIES 6 LICENSE WILL EVENTUALLY BE REQUIRED
Interested?
Make sure your resume is up to date and forward it to [email protected] for consideration. Thank you and we look forward to connecting with you!
...Pay Rate Type Salary Pay Grade Health-25 Scheduled Weekly Hours 40 Work... ...Description Designs and implements health education programs designed to increase awareness... ...for the improvement of health in a community. Keeps up-to-date on changes in health care...
...Job Title: Senior Java Software Engineer( Only W2 accepted) Location :Taylor, Texas, USA (REMOTE) Local Preferred Please share resume on ****@*****.***.... ...Ansible and Terraform. Required experience developing production-ready applications and services in...
...SEED Brklyn is seeking a passionate, creative, and experienced Retail Manager to join our team. We are a one-of-a-kind space that... ...we're cultivating a vibrant, immersive environment where art, fashion, food, and community come together. We offer a space where customers...
...job opportunity is part of an RFP process; candidates are invited to submit their resumes detailing relevant experience. Job Title: Okta Expert - Systems Engineer, Associate Work Location: Washington DC (Onsite) Clearance: Public Trust Required: US citizen...
...legal team. Job Summary: Meneses Law is looking for an Office Manager to assist with daily administrative operations of our Austin... ...Opportunities Excellent Benefits (Medical (80% ER contribution, Dental (No-Cost to employee), Vision, Life Insurance (Paid), 2 weeks...