Support clients from home as a Virtual Financial Services Consultant. Assess client needs, provide informative options, and maintain relationships for long-term success in a convenient virtual environment.In this role, you’ll focus on understanding clients’ financial needs while delivering expert advice on available options. With no cold calling involved, you will benefit from a qualified-interest pipeline and the opportunity for performance-based advancement.
Administrative tasks such as note-taking and CRM maintenance are integral to ensuring productive operations.Key Responsibilities:- Assess client financial needs through virtual consultations- Educate clients on available financial options- Maintain ongoing relationships with clients post-consultation- Keep meticulous notes and manage appointments- Ensure CRM data integrity and hygieneRequirements:- Driven and comfortable in a competitive environment- Trainable and dependable in daily tasks- Proficient with current technology and virtual communication- Ability to conduct meetings via camera- Prior experience in financial services is a plusEmbrace a fulfilling role by connecting with clients and providing vital financial insights from the comfort of your home.#J-18808-Ljbffr