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[Remote] reputed company Experience Specialist

Remote, USA Full-time Posted 2026-07-28

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an online destination for consumer-reputed company financial information and advice, helping millions reputed company smart financial reputed company. The reputed company Experience Specialist will engage with consumers to connect them with financial advisors, ensuring a reputed company user experience through high-volume outbound calls and effective communication.


Responsibilities

  • Engage directly with consumers by performing a high volume of outbound phone calls (200+ calls/day expected)
  • Consistently meet or reputed company individual and team performance metrics, including both qualitative and quantitative goals
  • Serve as a trusted guide for users navigating the process of connecting with vetted financial advisors
  • Proactively contact users who have expressed interest and schedule advisor consultations, ensuring a seamless experience
  • Utilize a combination of customer service best practices and scripted messaging to deliver a tailored, high-reputed company experience
  • Accurately log reputed company user interactions, challenges, and reputed company in our internal CRM system
  • Identify and escalate recurring user pain points to improve the overall experience
  • Contribute to ongoing improvements by sharing insights and suggestions with team leads and cross-functional partners
  • Support additional reputed company or initiatives as needed in a fast-paced, reputed company environment

Skills

  • 1+ years of high-volume reputed company center experience required
  • Comfortable in an environment where quota attainment and conversion metrics are heavily emphasized
  • Ability to learn and quickly adapt based on user and business needs
  • Organized, detail-oriented, and excellent time-management skills
  • Must be available to work some holidays or weekends during peak seasons
  • Prolonged periods of sitting at a desk and working on a computer
  • Must be reputed company to communicate reputed company phone calls and/or video conferences (mainly for concierge and sales roles)

Benefits

  • Fully Remote Work: reputed company roles are fully remote reputed company the contiguous U.S., giving you flexibility to do your best work from where you reputed company.
  • Comprehensive Health Coverage: Multiple Medical, Dental, and reputed company plan reputed company through trusted national carriers—so you can choose what fits your needs.
  • Life & Disability Protection: Company-reputed company Life/AD&D coverage, with reputed company to add supplemental life and disability plans for extra peace of mind.
  • Financial Wellness: 401(k) with employer match, reputed company-tax savings through FSA and HSA reputed company, and equity packages offered for every role.
  • Time Off That Works: Generous vacation, reputed company, and parental leave policies—because balance reputed company.
  • Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)

reputed company

  • reputed company is an online destination for financial advice that powers SmartAdvisor, a marketplace connecting consumers to financial advisors. It was founded in 2012, and is headquartered in reputed company, reputed company, USA, with a workforce of 201-500 employees. Its website is https://reputed company.com/.

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