Financial Services Representative

1 week ago


Plano, Texas, United States LINCOLN WEALTH Full time

Job Overview

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We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Lincoln Wealth. In this role, you will be responsible for providing exceptional client service and support, ensuring a positive experience for our clients.

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About the Role

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This is a full-time position that requires a big smile, a fun and hardworking attitude, and a passion for working with clients. You will be the first point of contact for our clients, handling front desk reception, phones, and client greetings. Additionally, you will be responsible for appointment setting and confirmations, monthly marketing event confirmations, local client marketing events, client follow-up, appointments, and responses to client requests.

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Responsibilities

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  • ">
  • Provide exceptional client service and support">
  • Handle front desk reception, phones, and client greetings">
  • Set up and confirm appointments">
  • Coordinate monthly marketing events">
  • Follow up with clients to ensure satisfaction">
  • Maintain accurate records in our CRM system">
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Requirements

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To be successful in this role, you must have prior experience in phone appointment setting, scheduling, and confirmation. You should also possess excellent people skills, both written and verbal, and be able to build trust and confidence with our clients. Additionally, you must be able to multitask, prioritize tasks effectively, and maintain a positive and professional appearance and outlook.

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Benefits

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This is an excellent opportunity to accelerate your career in the financial services industry. As a member of our team, you can expect a competitive salary and benefits package, including health insurance, retirement plan, and paid time off. We offer a dynamic and supportive work environment, where you can grow and develop your skills and expertise.

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Location

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The ideal candidate will be based in Plano, TX, with remote offices in Ft Worth, Houston, The Woodlands, and Arlington. This location offers a great balance of work-life convenience and access to a diverse range of cultural, recreational, and entertainment opportunities.

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Salary Information

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The estimated annual salary for this position is $45,000 - $60,000, depending on experience. If you are a motivated and customer-focused individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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