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About the role
Key responsibilities & impact- Connect with individuals exploring financial services.
- Guide clients through the discovery process.
- Recommend tailored solutions that support personal or business goals.
- Engage with new leads through calls, emails, and digital platforms.
- Educate clients on next steps and facilitate a seamless onboarding process.
- Track all outreach activity and manage follow-up communication in CRM.
- Build long-term client rapport and ensure satisfaction.
Requirements
What you’ll need- High school diploma or college degree preferred.
- Excellent verbal and written communication skills.
- Confidence in client-facing conversations and guiding people toward decisions.
- Prior experience in sales, business development, or client services a plus.
Benefits
Comp & perks- Competitive base salary plus performance-based bonuses and incentives.
- Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.
- Flexible scheduling options with the ability to work from home.
- Comprehensive training and onboarding.
- Opportunities for growth and advancement.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
verbal communicationwritten communicationclient-facing skillsguiding decisionsclient rapportclient satisfaction
Certifications
high school diplomacollege degree