Financial Services Specialist
18 hours ago
We are seeking a highly skilled Financial Services Specialist to join our team. As a key member of our organization, you will be responsible for delivering exceptional customer service and providing personalized solutions to our clients.
About the RoleThis is a remote opportunity that offers flexibility and autonomy. You will work closely with our Financial Representatives to meet the needs of our clients, providing expert advice and guidance on investment and income products.
Key Responsibilities- Provide personalized service to clients through phone, email, and other communication channels
- Develop and maintain strong relationships with clients to drive growth and retention
- Work collaboratively with Financial Representatives to understand client needs and provide tailored solutions
- Stay up-to-date on industry trends and product knowledge to provide expert advice
- Meet or exceed sales targets and performance metrics
- Bachelor's degree in business or related field (or equivalent experience)
- Minimum 4 years of experience in financial services or a related field
- Strong knowledge of investment and income products, including VA, VL, VUL, and Retirement markets
- Expertise in tax implications and financial planning
- Excellent written and verbal communication skills
- Ability to work independently and as part of a team
- A competitive salary range of $22.21 - $33.31 per hour
- A comprehensive benefits package, including health, dental, and vision insurance
- Flexible work arrangements and a remote work option
- Ongoing training and professional development opportunities
- A dynamic and supportive work environment
We are an equal opportunity employer and welcome applications from diverse candidates. If you are passionate about delivering exceptional customer service and have a strong background in financial services, we encourage you to apply.
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