Financial Support Associate

4 days ago


American Fork, Utah, United States The Investors Edge Full time

Job Summary

The Investors Edge is seeking a highly skilled Financial Support Associate to manage client interactions, convert leads into meaningful conversations, and achieve sales targets. As a key member of our team, you will be responsible for developing and maintaining strong relationships with clients through effective communication and issue resolution.

Key Responsibilities:

  • Develop and maintain strong relationships with clients through effective communication and issue resolution.
  • Utilize advanced CRM software to track client interactions, appointments, and sales progress.
  • Exceed monthly sales targets by converting a minimum of 50% of leads into meaningful conversations.
  • Maintain a high level of productivity and efficiency in daily phone conversations and email correspondence.

Requirements:

  • Bachelor's degree in Business Administration or related field.
  • 2+ years of experience in sales, customer service, or a related field.
  • Excellent communication, interpersonal, and problem-solving skills.
  • Familiarity with CRM software and VOIP phone systems.

What We Offer:

  • A competitive base salary of $58,000 per year, plus performance-based bonuses up to $30,000+
  • A comprehensive benefits package, including health care stipend, life insurance, vision insurance, dental insurance, and 401K matching.
  • A dynamic work environment with opportunities for growth and development.


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