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In Office Team Member

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Baton Rouge, United States Xpert Financial Services Full time
Job DescriptionJob DescriptionSalary:
  1. Job Description
    • Greet all clients as they enter the building in a friendly and professional manner
    •  Engages in conversation with potential clients to share information about Xpert Financial Services promotions and services.
    • Build rapport with prospective clients utilizing excellent communication skills
    • Coordinate client flow and assists in preliminary data entry
    • Assist with scheduling tax preparation appointments
    • Answer incoming phone calls
    •  Document collection to support an efficient and positive tax preparation experience
    •  Has access to and regularly works with information of a sensitive, highly confidential nature.
    • Promote Xpert Financial Services brand through the delivery of superior customer service
    •  Quickly and accurately verifies and enters customers’ personal and Form W-2 information into Xpert Financial Services’ proprietary software.
    • Monitor client flow at the location and keep clients engaged during periods of wait time
    •  Monitor client activity and take initiative to answer phones and resolve client issues Meets deadlines to ensure office locations meet brand/marketing appearance standards in time for office openings.
    •  Provides equipment service at Xpert Financial Services locations to assemble, repair, or teardown furniture, computers, tech, or kiosk components using hand tools.
    •  Assist in maintaining a clean and inviting workplace, this must include removal of trash, vacuuming or sweeping, cleaning counters, cleaning glass, etc.
    •  Assist leadership in marketing and recruitment efforts, as needed
    •  Receptive to constructive criticism and coaching
    •  Attend all mandatory training and coaching sessions as directed by management 
    • Execute all company policies and procedures with the utmost level of professionalism
    • Must be ready to work when scheduled i.e., punctual, on-time, flexible and able to work depending upon the needs of the business, etc.
    •  Can handle stressful situations such as irate or dissatisfied clients
    • Any other tasks or duties assigned by management
  2. Skills/Qualifications
    • Previous phone sales experience i.e., inside and outside sales
    • Previous customer service skills
    • Strong grammatical/writing skills Strong interpersonal, communication and negotiation skills
    • Demonstrate ability in working in a high-volume retail environment preferred
    • High school diploma or general education degree (GED); or 2 years experience and/or training; or equivalent combination of education and experience 
    • Highly self-motivated and competitive in sales 
    • Solid time management and prioritization skills 
    • Web Browsing 
    • Computer proficiency (Google Docs, MS Office, GOOGLE PLATFORM, etc) 
    • Ability to schedule appoints proficiently 
    • Can multi-task and handle high volume of incoming leads
  3. Key points
    • This position follows the standard company policy of a 90-day probationary period
    • This position reports to the CEO/Owner of Xpert Financial Services
    • This position can be changed, updated or terminated at will.
    • The position starts as a part time position with full time hour availability diring demand
    • The  positon is a 1099 position upon first-year anniversity the team member will have options to become a w2 employee