-Remote Retirement, Financial education and benefits specialists. Job at Escalante Retirement, Financial Education and Benefits Speci..., Tucson, AZ

ZmpGWkQ5OVo0ZjZUVnJPRnNRQldSTGt0NkE9PQ==
  • Escalante Retirement, Financial Education and Benefits Speci...
  • Tucson, AZ

Job Description

Are you passionate about retirement, financial education, and benefits? Join us as a specialist! We are actively seeking both licensed and unlicensed individuals who are wanting to get licensed. To be part of our amazing company. #Opportunity #Specialist #JoinUs


The ideal candidate has a customer-first mindset and aims to deliver high-quality service in every customer interaction. This position is a commission based (1099).

Responsibilities:

  • Manage inbound customer communications - Answer incoming calls and emails to address customer questions, requests and issues.
  • Consult on Education success - Educating customers on their retirement, financials and benefits.
  • Maintain working product knowledge - Act as a product expert to ensure information given to customers is accurate, up-to-date and strategic.
  • Track interactions in CRM - Record customers interactions in internal system for cross-functional awareness and relationship development.

Requirements:

  • Bachelor’s degree or equivalent
  • 1-2 years proven experience in supporting client success
  • Excellent written and verbal communication skills
  • Ability to address complaints and issues with effective solutions and a positive attitude
  • Passion for delighting customers with above and beyond service
  • Excellent time-management and prioritization skills
  • Familiarity with Life insurance, college planning, estate and Retirements systems.

Job Tags

Similar Jobs

YMCA of Central Texas

eSports Coach Job at YMCA of Central Texas

 ...The YMCA of Central Texas is seeking talented and creative individuals to join our team of passionate professionals as an eSports Coach at our branch in Round Rock, Texas and in elementary schools throughout Round Rock ISD. Under the direction of the eSports Administrator... 

Marco Contractors, Inc

Traveling Construction Superintendent - Retail Job at Marco Contractors, Inc

 ...Embark on a Nationwide Adventure as a Traveling Construction Superintendent with Marco Contractors! Are you ready to explore the country while advancing your construction career? Marco Contractors is looking for a skilled Traveling Construction Superintendent to join... 

Medical Devices Company

Customer Engagement Associate Job at Medical Devices Company

Roles & Responsibilities Business Description The Medication Management Solutions (MMS) business unit with in Client is a $2B Global business, with the leading share in Pharmacy Automation and IV Delivery Technology in Acute Care Hospitals, Non-Acute Care, and...

Parkland Health and Hospital System

Prior Authorization Specialist Job at Parkland Health and Hospital System

 ...where patient care is more than a job. Its our passion. Summary Responsible for performing benefits verification and prior authorization functions with insurance carriers to ensure optimal reimbursement for high cost medications, surgeries and procedures, within... 

Twelve Labs

Sr. Strategic Partner Manager Job at Twelve Labs

 .... With a remarkable $107 million in Seed and Series A funding, our company is backed by top-tier venture capital firms such as NVIDIAs NVentures, NEA, Radical Ventures, and Index Ventures, and prominent AI visionaries and founders such as Fei-Fei Li, Silvio Savarese...