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Inside Sales Representative

2 months ago

Phoenix, United States Direct One Recruiters, LLC Full time

**Job Summary:**

FINANCIAL SALES REPRESENTATIVE -

Degree in Finance required or related years of experience or related degree.

We are seeking a detail-oriented and customer-focused investor relations Customer Service Representative to join our team. The ideal candidate will be responsible for providing top-notch service to our clients and ensuring that their needs are met in the finance investing space. along with this you must have worked with efficiency and professionalism. And play a closing role in working with customers for investing. this is a warm call position so you have prospective investors already interested This role requires a strong understanding of financial concepts and a passion for delivering exceptional customer experiences. You will be speaking with customers about investing and investments. this is not a cold calling job but rather an informational detail oriented position full time permanent.

**Duties:**

- Provide accurate and timely responses to customer inquiries and concerns via phone, email, or in-person meetings.

-be an informational and knowledgeable person for possible investors in our organization

- Polished and professional and has the ability to relate to a dynamic typical investor or a non-typical investor

- Utilize strong communication skills to build rapport with clients and address their issues in a friendly and courteous manner.

- Stay up-to-date on regulatory reporting and financial auditing requirements to ensure compliance with SOX and GAAP standards.

- Collaborate with internal teams to resolve customer issues and provide guidance on account management.

- Participate in internal audits and regulatory reviews to ensure that our financial processes are in compliance with securities law and public accounting standards.

- Identify and report potential fraud or irregularities to management.

- Develop and maintain knowledge of our products and services to effectively address customer inquiries.

- Continuously improve customer service processes and provide feedback to management on areas for improvement.

**Experience:**

-3 plus years in investment consulting, and having the knowledge to explain what our services are all about . There is a hourly salary plus commission for this particular position. We are a growing spectacular company that is excelling in our field - -

-experience in customer service, preferably in a financial services environment.

- Proven track record of resolving complex customer issues in a timely and professional manner.

- Strong understanding of financial concepts, including internal audits and regulatory reporting.

- Experience with fraud prevention and detection procedures.

- Familiarity with securities law and public accounting standards.

- Bachelor's degree in a relevant field, such as accounting or finance Is needed.

- Excellent written and verbal communication skills.

- Ability to work in a fast-paced environment and prioritize multiple tasks simultaneously.

Job Type: Full-time

Pay: $26.00 - $31.00 per hour

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance

Shift:

  • 8 hour shift

Supplemental Pay:

  • Commission pay

Application Question(s):

  • Can you format your own resume to reflect qualifications needed for this role?
  • Have you helped customers with decisions in investments and closed their decision?
  • Are you a professional persuasive person?

Education:

  • Bachelor's (Required)

Experience:

  • Investment: 3 years (Required)
  • B2B: 3 years (Required)
  • Closing a customer: 4 years (Required)

Work Location: In person