Role OverviewThis role combines exceptional customer service with relationship-building and sales engagement. The ideal candidate enjoys meaningful customer conversations, identifying financial needs, and connecting customers with the right solutions to help them succeed.
What You Will Do
Deliver friendly, accurate, and efficient service while building lasting customer relationships. Engage with customers to identify financial needs and recommend appropriate products and services.
Why It Might Be a Fit
The ideal candidate is goal-driven, has strong listening and interpretive skills, and is confident initiating conversations and building rapport with customers.
Requirements
- Strong listening and interpretive skills
- Confidence initiating conversations and building rapport with customers
- Goal-driven mindset
- Experience using customer relationship-building tools
- Ability to present product information clearly and persuasively
- Strong attention to detail and commitment to accuracy
Benefits
- Monthly referral bonuses
- 401(k) with 4% dollar-for-dollar employer match
- Paid time off
]]>