Part Time Client Representative (Work from home – Remote Virtual)
Rowland Investisure
This is a remote position.(Part-time, Full-time, Flexible Around Other Jobs if Necessary, 100% REMOTE)Who we are looking for…We are looking for passionate Client Relations Appointment Setters to join our team. In this role, you will be responsible for providing exceptional service and booking client meetings over Zoom. You will use your knowledge and expertise to understand customer needs, troubleshoot issues, and provide solutions that exceed their expectations. To be successful in this role, you must have excellent customer service skills, be organized and detail-oriented, and can handle multiple tasks in a fast-paced environment. You must also have a strong understanding of Zoom, Google calendar, Microsoft Excel and Calendly. Experience with employee benefits and the ability to interpret policies and plan documents is A+. An understanding of Roths, IRAs, 401Ks, and savings accounts and other related benefits is also A+. If you are highly motivated, possess a strong understanding of building relationships with people, have customer service skills, and have a commitment to providing exceptional service, we want to hear from you!Our Industry & About us:We have locations across the globe. What we do is help people with how to save money, retirement planning, 401k, IRAs, stocks bonds, mutual funds, life insurance, college funding for kids, you name it, we can help. We even help people save on taxes for businesses andfinancial purposes, timing in our industry is crucial, money is constantly moving, seeing close to 3 trillion dollars moving annually.Why this industry?: People are trying to take back control of their pensions, property, and investment accounts. Then people working in different markets as well, such as Millennials and Gen Z are learning about it. So we have the capability of sitting with people to give them better options for their future, and provide educational information to help them understand their options. Our moto is, leave no families behind.Qualifications:
RequirementsResponsibilities include:
BenefitsCompensation & Employment Type:
**Production-Based; Advancement; Equity; Bonuses; Stock-Options; Profit Margins; Paid Travel**Remote/ WFHWe are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
Dallas, TX
Thu, 05 Sep 2024 07:17:00 GMT
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