Location : REMOTE AVAILABILITY : We are hiring for Part time & Full time Job Summary : The Entry-Level CRM Agent provides support to clients and the financial services team by assisting with various duties such as, marketing our services, assessing client financial needs, educating them on our services and recommending appropriate insurance & financial products to help them achieve their intended goals.
The role involves learning about our financial products and services, maintaining client records, creating a lasting relationship with clients and ensuring high levels of customer service.
Key Responsibilities : Client Support and Communication : Serve as a primary point of contact for clients, addressing questions and assisting with applications.
Provide basic information on our financial products and services, and assist clients in understanding their options. Schedule and coordinate client meetings, and follow up on client inquiries and requests.
Marketing Our Products & Services : Learn how to use social media & emails to market our products & services effectively.
Create content that's within compliance using our software Ensure accuracy and completeness of reaching our target market effectively Product Knowledge and Recommendations : Gain a basic understanding of the company's financial products and services, including retirement funds, debt elimination, investments, legal services, home alarm systems, will service and insurances.
Assist in identifying client needs and provide recommendations for suitable financial products and services. Support the team in explaining product features, benefits, and terms to clients.
Documentation and Record-Keeping : Maintain accurate and up-to-date client records through our software's CRM Prepare and process necessary documentation related to the product or service used Ensure compliance with company policies and regulatory requirements in all documentation and interactions.
Compliance and Risk Management : Follow company procedures and regulatory guidelines to ensure compliance in all client interactions and transactions.
Assist in identifying and addressing potential compliance issues or discrepancies. Participate in training on regulatory updates and compliance standards.
Learning and Development : Participate in training and professional development programs to enhance skill sets and knowledge of financial products, services, and industry regulations.
Stay informed about our financial services and marketing developments to better assist clients and the team Seek feedback from senior members to improve performance and understanding of your role.
Team Collaboration : Collaborate with other team members to ensure seamless client service and support. Assist in various tasks as needed to help the overall team.
Qualifications : No prior experience required, though internships or related coursework in financial services or client management is a plus.
Basic understanding of customer service and effective problem solving skills. Preferably strong verbal and written communication skills, though not required.
Ability to work well in a team environment and independently. Personal Attributes : Client-focused with a commitment to providing exceptional service.
Eager to learn and grow in the financial services & marketing industry. Reliable, with a strong work ethic and positive attitude.
Ability to handle multiple tasks and prioritize effectively. Working Conditions : You will be working remotely over zoom in a team environment. Powered by JazzHR
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