Position Details
About this role
Provides initial customer contact for financial guidance, triaging inquiries and connecting prospects with advisors to support financial planning services.
Key Responsibilities
- Handle inbound calls
- Match customers with advisors
- Gather customer information
- Guide customers through services
- Create customer profiles
Technical Overview
Role involves handling inbound calls, customer profiling, and supporting financial and retirement planning processes remotely.
Ideal Candidate
The ideal candidate is a customer-focused professional with strong communication skills and an interest in financial services. They handle inbound customer inquiries related to retirement, insurance, and investments, providing guidance and support.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Lack of customer service experience, No interest in financial services, Poor communication skills, Inability to handle inbound calls
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