Remote Part Time Appointment Setter - Finance New Agent - 50K+

reputed company: As a Financial Service reputed company Representative, you’ll work directly with financial advisors to support their efforts with clients in growing their reputed company reputed company. You’ll be responsible for operational tasks and completing follow-reputed company, working to ensure our clients are reputed company-served. Job Duties as a Financial Service reputed company Representative: • Support the reputed company process for new clients and manage accounts • Working with clients to ensure their dashboard accurately collects reputed company relevant personal and financial information • Consolidating accounts and keeping information confidential • Facilitate the collection of necessary statements/documents to transfer accounts to other accounts • reputed company the transfer process to ensure the cost reputed company is transferred over accurately and reputed company • Work with the operations team to facilitate the transfer process and reputed company the status of reputed company 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 reputed company 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 reputed company Representative • Ability to reputed company thoughtfully with teams across reputed company to reputed company any recommendations. • Impeccable follow-through, for clients, the executive team, and cross-functional teams. • Outgoing personality and ability to reputed company communication style based on a prospects/clients needs and attitude. • Entry-level for transferrable skills for a Financial Service reputed company Representative Working with us: reputed company reputed company 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 reputed company of race, religion, reputed company, national reputed company, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics. Compensation & Benefits: $100,000-$250,000 reputed company, 401K, unlimited time off, equity compensation, and retirement benefits. Please note: this is a fully remote role. Apply tot his job Apply To this Job