Key skills
CRMCommunicationSales
About this role
Role Overview
- Engage with new and prospective clients through outreach and follow-ups.
- Understand each client’s financial goals and decision-making process.
- Recommend solutions that align with their needs.
- Guide clients through onboarding and product implementation.
- Maintain accurate records in CRM tools.
- Support clients with regular check-ins and ongoing service.
Requirements
- High school diploma or college degree preferred.
- Strong communication and relationship-building skills.
- Comfortable working remotely and independently.
- Experience in client service or sales is a plus but not required.
Benefits
- Competitive base salary plus performance-based bonuses and incentives.
- Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.
- Flexible work-from-home schedule.
- Advancement opportunities with a growing company.
- A collaborative, mission-driven remote team environment.