Call center needs someone to run the web dialer and do voice verifications.
We are looking for a self motivated, hardworking individual who is ready to learn & get the job done.
You must be punctual, professional, and a team player and be comfortable with talking to clients.
Required skills include: Computer experience, and customer service but willing to train the right person.
Performs day-to-day operational procedures for a financial planning/investment/insurance practice. Job duties include but are not limited to:
Communicate with clients and prospective clients through telephone, email, letter, etc regarding investment and insurance products service/issues/changes.
Process new account paperwork for investments and insurance.
Prepare for client appointments, and running financial planning reports using company-provided software programs.
Apr 2 -
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