Begin a career that allows you to leverage your personal drive, your people skills, and your commitment, to make a positive impact on our advisors' practice. As a Product Strategist, you will develop the knowledge and skills needed to provide important guidance to financial advisors who are looking to enrich the lives of their clients through different pre- and post-retirement investment and insurance vehicles with the use of data analytics.
We are a growth and results-oriented fintech team in a dynamic environment looking for an individual who is committed to long-term success, achievement and helping people!
Responsibilities will initially include:
Outbound calls to active members to discuss their opportunities.
incoming calls from clients with professionalism.
facts from clients to better assist and direct.
Manage internal Salesforce platform and systems so client information is up to date and accurate.
Growth opportunity for increased client engagement with proper licensing, skill development and training provided.
Gain deep industry and product knowledge.
We are looking for an individual with the following traits:
Self-starter who is persistent and results-oriented
Energetic
Outgoing, comfortable on the phone
Client-first attitude
Excellent communication and presentation skills
Efficient
Enjoys being a part of a team
Basic knowledge of life insurance & Investments
Ability to use discretion and maintain client confidentiality
Our take:
We are looking for an enthusiastic team member to come in and become proficient in understand insurance and investments. You will be in a high-touch environment working with financial advisors who subscribe to our fintech platform and are looking for ways to better understand data intellectual we are providing them. This person must have strong client service skills, be friendly and understand the client's needs in a short amount of time.
Experience:
1+ years financial services experience
Life, Accident, and Health Licensed
Bachelor's Degree preferred
Salesforce CRM experience ideal
Proficiency in Microsoft Office (Outlook, Word, Excel, etc.) required