Join Prospera as a Virtual Relationship Manager and support members in achieving their financial goals. Utilize your financial knowledge to provide guidance in a flexible hybrid setting.
This position requires at least three years in financial services, equipped with robust advisory skills. You will provide personalized financial advice encompassing lending and investment products. By connecting with members through virtual appointments, you'll play a crucial role in their financial journeys while ensuring compliance with operational guidelines and performance metrics.
Key Responsibilities:
Facilitate virtual financial health checks and member consultations
Manage member inquiries via phone and email efficiently
Engage members in lending processes and insurance coverage options
Conduct trades and onboarding for recent wealth members
Backup for day-to-day banking inquiries and support
Requirements:
Three years’ experience in a financial advisory capacity
Experience in multi-channel contact centers preferred
Proficient in lending underwriting processes
Licensed to sell mutual funds preferred
Solid active listening and communication skills
Support members’ financial needs with expertise and dedication as a Virtual Relationship Manager at Prospera.
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