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
