Remote Financial Advisor Client Experience Junior Sales Agent

Location: Nationwide

Compensation: To Be Discussed

Staff Reviewed: Tue, Apr 27, 2021

This job expires in: 9 days

Job Category: Sales

Remote Level: 100% Remote

Employer Type: Employer

Career Level: Experienced

Job Summary

A financial technology company is seeking a Remote Financial Advisor Client Experience Junior Sales Agent.

Individual must be able to fulfill the following responsibilities:

  • Interact with Investors via phone, email, SMS text and live chat
  • Guide users through the process of matching and meeting with financial advisors
  • Call users expressing interest in speaking with financial advisors

Qualifications for this position include:

  • 1+ years call center experience
  • Experience with multi-channel support
  • Familiarity with using CRM ticketing systems
  • Strong communication skills and a great phone presence
  • Strong email writing skills with attention to detail
  • Ability to learn, quickly adapt based on user and business needs

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