Financial Services Associate - Work From Home

Job summary

You will assess client needs, present options, and maintain ongoing relationships with clients. Additionally, you are responsible for administrative tasks including note-taking, scheduling appointments, and maintaining CRM data.

Job details

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of the job: notes, appointments, CRM hygiene. What comes with the seat • No cold calling • Qualified-interest pipeline • Performance-based advancement • Full training • Current tech stack • Work from home Traits that work here Driven. Trainable. Dependable. Comfortable competing. Fine with a camera. If that is your default setting, apply. Interviews on Zoom. \n \n

What you’ll do

You will assess client needs, present options, and maintain ongoing relationships with clients. Additionally, you are responsible for administrative tasks including note-taking, scheduling appointments, and maintaining CRM data.

Requirements

Candidates should be driven, trainable, dependable, and comfortable with competitive environments. You must be comfortable working on camera and possess the ability to manage virtual consultations effectively.

Benefits

• Full training
• Qualified-interest pipeline
• Performance-based advancement

Listed skills

• CRM Management · Preferred
• Appointment Scheduling · Preferred
• Communication · Preferred
• Time management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Consulting
• Needs assessment
• CRM management
• Appointment scheduling
• Communication
• Time management
• Tech-savviness
• Client Needs Assessment
• Sales Pipelines
• Administrative Support
• Zoom (Video Conferencing Tool)
• Administrative Functions
• Needs Assessment
• Customer Relationship Management
• Management
• Cold Calling
• Financial Services
• Time Management
• Setting Appointments
• Technical Acumen

Job areas

• Finance & Accounting
• Consulting
• Sales
• Administrative
• Customer Service & Support
• Financial Services Associate
• Unclassified Specialized Occupation

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