Financial Solutions Specialist
5 days ago
**Financial Solutions Specialist**
About the CompanyWisepath Group is a leading provider of personalized financial strategies for individuals and businesses. We are committed to helping our clients achieve their financial goals through integrated solutions that empower and educate.
CompensationThe estimated annual salary for this role is $60,000 - $120,000, depending on experience and performance. In addition to a competitive base salary, you will also have opportunities to earn additional bonuses and incentives.
Job DescriptionThis is a remote role where you will be responsible for prospecting sales leads, qualifying new accounts, and managing current relationships. You will act as a liaison between our attorneys and business services teams, ensuring seamless communication and coordination.
Key Responsibilities:- Contact and qualify leads: Prospect new sales leads by making initial phone or email contact, engaging the account, and preparing them for the financial process.
- Manage current accounts: Stay in close contact with existing accounts or leads, create brand awareness, educational opportunities, and request referrals.
- Customer support: Answer calls and emails from clients, identify issues, and suggest future or new products or services.
- Bachelor's degree in Marketing or Business Administration preferred.
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