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Jobs Search
Start Date
Immediate
Expiry Date
16 Oct, 25
Salary
0.0
Posted On
17 Jul, 25
Experience
3 year(s) or above
Remote Job
Yes
Telecommute
Yes
Sponsor Visa
No
Skills
Automation, Customer Service, Service Quality, Research, Business Opportunities, Communication Skills, Protection, Investment
Industry
Financial Services
Temporary position for 12 months.
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing and protection, all in line with the action plan. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide significant business development support. You assist members and clients, providing excellent customer service. You create offers for routine transactions, and help sell products and services based on the needs of members and clients and current strategies and practices. You tailor your approach based on members’ and clients’ needs. More specifically, you will be required to:
Please refer the Job description for details