Customer Support

• Answer incoming calls
• Respond to incoming emails
• Attend screen share calls with clients
• Attend regular meetings to discuss area of improvement for Support
• Be available during regular business hours for unexpected calls and meetings
• Assist clients with questions and resolutions
• Assist to align client expectations with the service
• Identify areas of improvement
• Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor

Customer Service Representative

Sales Development Rep

• Develop opportunities through cold-call prospecting, email promotions & follow up on leads
• Utilize HubSpot to ensure activities are documented
• Prospect to C-Level Financial Advisors and Insurance Agencies
• Maintain a working knowledge of company products
• Create rapport, credibility & build trust based relationships
• Be resilient & persistent
• Attend Sales training and team meetings
• Responsible for achievement of sales goals/targets
• Comply with company policies and procedures
• Access to a private & secure workspace, free from distractions
• Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor
• An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps)

FMG

Customer Service Representative

Sales Development Representative