Customer Care Professional (Part Time work from home)
Our Industry & About us:
Rowland Investisure serve locations across the US. What we 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 close 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 better options for their future, and provide educational information to help them understand their options. Our moto is, leave no families left behind!
Role overview:
As a Financial Service Client Representative/Customer Care Professional, youll work directly with leaders to support their efforts with clients in growing their client base. No telemarketing, but Business Development is the primary task. Youll be responsible for booking client meetings, developing relationships with clients, business development, operational tasks, completing follow-ups, and working to ensure our clients are well-served.
Job Duties as a Financial Service Client Representative:
Support the onboarding process for new clients and manage accounts
Working with clients to ensure their dashboard accurately collects all 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 basis is transferred over accurately and efficiently
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 articulate 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 basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.
Compensation & Benefits:
$100,000-$250,000 commission only, 401K, unlimited time off, equity compensation, and retirement benefits.
Please note: this is a fully remote role.
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Rowland Investisure serve locations across the US. What we 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 close 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 better options for their future, and provide educational information to help them understand their options. Our moto is, leave no families left behind!
Role overview:
As a Financial Service Client Representative/Customer Care Professional, youll work directly with leaders to support their efforts with clients in growing their client base. No telemarketing, but Business Development is the primary task. Youll be responsible for booking client meetings, developing relationships with clients, business development, operational tasks, completing follow-ups, and working to ensure our clients are well-served.
Job Duties as a Financial Service Client Representative:
Support the onboarding process for new clients and manage accounts
Working with clients to ensure their dashboard accurately collects all 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 basis is transferred over accurately and efficiently
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 articulate 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 basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.
Compensation & Benefits:
$100,000-$250,000 commission only, 401K, unlimited time off, equity compensation, and retirement benefits.
Please note: this is a fully remote role.
Powered by JazzHR
gmlyepdTJt
Apply Now