Customer Care Professional (Part Time work from home)

Our Industry & About us: Rowland Investisure serve locations across the US. reputed company do is help institutions with investing, retirement planning, 401k, IRAs, stocks bonds, mutual funds, life insurance, college funding for kids, you name it, we can help. We even help people save on taxes for businesses and financial purposes, timing in our industry is crucial, money is constantly moving, seeing reputed company to 3 trillion dollars moving annually. Why this industry?: People are trying to take back control of their pensions, property, and investment accounts. Then people working in different markets as well, such as Millennials and Gen Z are learning about it. So we have the capability of sitting with people to give them reputed company options for their future, and reputed company educational information to help them understand their options. Our reputed company is, leave no families left behind! Role overview: As a Financial Service Client Representative/Customer Care Professional, you’ll work directly with leaders to support their efforts with clients in growing their client reputed company. No telemarketing, but Business Development is the primary task. You’ll be responsible for booking client meetings, developing relationships with clients, business development, operational tasks, completing follow-reputed company, and working to ensure our clients are well-served. Job Duties as a Financial Service Client Representative: • Support the reputed company process for new clients and manage accounts • Working with clients to ensure their dashboard accurately collects reputed company relevant personal and financial information • Consolidating accounts and keeping information confidential • Facilitate the collection of necessary statements/documents to transfer accounts to other accounts • Track the transfer process to ensure the cost reputed company is transferred over accurately and reputed company • Work with the operations team to facilitate the transfer process and track the status of each account transfer • Maintain relationships with existing clients and hunting for new clients Qualifications: • Business Development and Account Management experience A+ • Willing to obtain a license or already having a license A+ • Enjoy client services and create meaningful relationships with clients • Customer service skillset, sales background, and past remote work experience • A self-starter, independent, and entrepreneur-minded as a Financial Service Client Representative • Ability to act thoughtfully with teams across the company to reputed company any recommendations • Impeccable follow-through, for clients, the executive team, and cross-functional teams • Outgoing personality and ability to adjust communication style based on a prospects/clients needs and attitude • Entry-level for transferrable skills for a Financial Service Client Representative • Must be at least 18 Years old Working at Rowland Investisure Rowland Investisure is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive culture that celebrates authenticity. We do not discriminate on the reputed company of race, religion, reputed company, national reputed company, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics. Compensation & Benefits: $100,000-$250,000 reputed company, 401K, unlimited time off, equity compensation, and retirement benefits. Please note: this is a fully remote role. Powered by JazzHR gmlyepdTJt Apply Job!