DTC Client Relationship Representative

2 days ago

Savannah, Georgia, United States Gold Bullion International LLC Full time $60,000 - $120,000 per year

Who we are:

Founded in 2009, GBI ) is a rapidly growing fintech/commodities company, building groundbreaking technology to enable both wealth management professionals and individual investors access to physical precious metals. Our software is deeply integrated into some of the world's top wealth managers and powers retail applications around the globe, while also serving direct-to-consumer investors through our retail precious metals offering. GBI's core platform allows institutional clients and individual investors alike to buy, sell, store, and take delivery of precious metals. Whether through their existing brokerage accounts and trading systems, our institutional portals, or our direct-to-consumer retail interface.

POSITION OVERVIEW

The Client Relationship Representative reports to the Sr. Client Relationship Manager and supports the team's efforts to generate, maintain, and expand business opportunities with new. This position provides exposure to High Net Worth client management while learning industry best practices.

KEY RESPONSIBILITIES

  • Support lead generation efforts and assist in converting prospective customers
  • Execute outbound sales strategies as directed by senior team members
  • Learn and effectively communicate product features and benefits to clients
  • Provide exceptional customer service to precious metals investors
  • Assist in managing client contact lists and maintaining regular follow-up schedules
  • Record and track sales activities and client interactions
  • Support high-net-worth customers with professional, attentive service
  • Respond to customer inquiries and identify their needs
  • Build positive relationships through clear and helpful communication
  • Accurately document all customer interactions in the CRM system
  • Assist marketing team with sales campaign execution
  • Participate in training programs to develop product knowledge and sales skills
  • Support senior team members with special projects as needed

REQUIREMENTS

  • Bachelor's degree or equivalent experience
  • 2-4 years of sales experience (financial services preferred)
  • Experience in the precious metals space preferred but not required
  • Proficiency in Microsoft Excel and CRM platforms (HubSpot)
  • Strong verbal and written communication skills
  • Good listening skills and customer-focused mindset
  • Detail-oriented with strong organizational abilities
  • Ability to work in a fast-paced team environment
  • Professional demeanor suitable for high-net-worth client interaction
  • Willing to re-locate / Must report in-office a minimum of 3 days a week to the Savannah, GA office

Benefits

  • Opportunity for career growth and professional development in a rapidly growing company.
  • Ability to work hybrid.
  • Direct influence on the course of the business and day-to-day operations.
  • This position offers a base salary plus commission, paid monthly based on sales performance.
  • Benefits including medical and dental insurance, 401k, and more.
  • Paid time off.
  • This position is ideal for individuals with some experience in financial services sales, offering opportunities for further growth and development within the company.
  • Comprehensive training will be provided to help you excel in this role. This position is based at our regional office in Savannah, GA.

  • Home Care Agency Business Development Manager/Client Care Coordinator/Relationships Manager

    2 days ago

    Savannah, Georgia, United States Comfort Keepers Full time $65,000 - $100,000 per year

    About Us:Comfort Keepers of Savannah is a leading provider of in-home, care for seniors and other adults in need of assistance with daily activities. Our highly trained and dedicated caregivers can help your loved one stay in the comfort of their home for as long as safely possible - a dream come true for many elders. We understand the struggle family...

  • Commission-Based Sales Representative

    2 days ago

    Savannah, Georgia, United States Summit Site Services Full time $40,000 - $120,000 per year

    Job Description:As a Sales Representative, you will be responsible for generating leads, building relationships with potential clients, and closing sales. This is a commission-only role, offering unlimited earning potential based on your results.Responsibilities:Identify and pursue new sales opportunities through cold calling, networking, and...

  • Commercial Relationship Manager II

    2 days ago

    Savannah, Georgia, United States SouthState Bank Full time $80,000 - $120,000 per year

    The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.We are committed to helping our team...

  • Coordinator, Warehousing Client Services

    2 days ago

    Savannah, Georgia, United States Estes Forwarding Worldwide Full time $43,000 - $73,000 per year

    OverviewEstes Forwarding Worldwide (EFW) is a leading domestic and international freight forwarder in the United States, providing customized logistics and warehousing solutions for clients around the world and across all industries via air, ground, and ocean freight. A subsidiary of Estes Express lines with corporate located in Richmond, Virginia, EFW is...

  • Business Development Representative

    2 weeks ago

    Savannah, Georgia, United States Courser Full time $60,000 - $120,000 per year

    Brief DescriptionAbout COURSERCOURSER accelerates the growth of IT service provider companies. We forge dynamic partnerships, leveraging our values of Teamwork, Service, Growth-Mindedness, Trust, and Innovation to deliver impactful solutions and phenomenal customer experiences. If you thrive in a fast-paced IT environment, join our rapidly expanding team and...

  • Seasonal Call Center Representative

    2 days ago

    Savannah, Georgia, United States Savannah's Candy Kitchen Full time

    Do you embody the spirt of Southern Hospitality? We are looking for a customer-oriented service representative to join our seasonal team A customer service representative, or CSR, will act as a liaison, provide product/services information and resolve any emerging problems that our customer accounts might face with accuracy and efficiency. The best CSRs are...

  • Client Intake Specialist

    2 days ago

    Savannah, Georgia, United States Smith Barid, LLC Full time $45,000 - $60,000 per year

    Do you have a gift for meaningful conversations that help people protect what matters most? Are you energized by guiding families through important life decisions with empathy and clarity? At Smith Barid, estate planning isn't just about documents—it's about legacy, family, and peace of mind. We're seeking a Client Relations Specialist who brings genuine...

  • Inside Sales Representative

    2 days ago

    Savannah, Georgia, United States TIDEWATER FLEET SUPPLY Full time $40,000 - $80,000 per year

    :Job Title: Inside Sales RepresentativeDepartment: Inside SalesReports to: Branch ManagerFLSA Status: Non-exemptThe inside sales representative will work cooperatively with outside sales, counter sales and other members of the team to grow existing customers, create new customers and meet or exceed monthly sales quotas at the appropriate gross margin while...

  • Business Sales Representative

    2 days ago

    Savannah, Georgia, United States LiveOak Fiber Full time $60,000 - $120,000 per year

    We are excited to add this position to our growing team LiveOak Fiber employees enjoy 100% company-paid medical, dental, vision benefits, as well as bonus potential. At LiveOak Fiber, you will be part of a team that values your ideas, contributions, and career growth. Our offices are located just minutes from the beautiful Emerald Coast of Florida and the...

  • Senior Specialty Representative

    2 days ago

    Savannah, Georgia, United States BioSpace Full time

    Territory covers: Savannah, Brunswick, Augusta, Statesboro, Dublin, Albany, Tifton, Moultrie, Thomasville, Valdosta, Warner Robins, MaconRelocation is not provided for this role.HOW MIGHT YOU DEFY IMAGINATION?Join Amgens Mission of Serving PatientsAt Amgen, if you feel like youre part of something bigger, its because you are. Our shared missionto serve...