Criminal Justice Professional
4 weeks ago
As a Criminal Justice Advocate at Guerra Wealth Advisors, you will be responsible for performing quality control surveys to ensure our services meet the highest standards. You will also gather referral opportunities to expand our reach in the community, input and update notes into our CRM and data trackers, and maintain professional communication with clients and staff.
Additional Responsibilities:
Assist with CRM updates of prospects' information, including entering notes, creating contacts, running reports, and communicating via phone, text message, and email. You will also have the opportunity to work with a team that is passionate about helping clients achieve financial freedom.
Requirements:
We are looking for a tech-savvy individual with strong verbal and written communication skills in English and Spanish. You should have experience in the financial industry and be familiar with CRM systems. If you are a team player who is eager to learn and grow with our company, we encourage you to apply.
What We Offer:
Competitive salary, uncapped commission structure, and bonuses. We also offer sponsored industry travel and in-person training, as well as a comprehensive benefits package, including 20+ days of PTO, 401K or Roth matching plan, health insurance reimbursement, and access to personal financial planning. Join our team and be part of a company that is dedicated to helping our clients achieve their financial goals.
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