Customer Relations Associate
Skills
Customer RelationsCustomer Relationship ManagementCustomer SatisfactionCustomer ServiceInvestingRetirement PlanningSales
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 18 years or older and a U.S. citizen
- Pass a background check
- Strong verbal and written communication and customer relationship management skills
- Must have or obtain within first 2 weeks a Life Producer license
- Familiarity with CRM systems and basic reporting
- Ability to interpret account health metrics and prepare concise summaries
- Experience or aptitude for identifying expansion opportunities
Nice to have
- Self-motivated
- Entrepreneurial mindset
- Leadership background
- Coaching background
- Military background
- Elite athlete background
Day to day
- Serve as the primary point of contact for client accounts and deliver courteous support.
- Educate clients on financial topics and guide them through budgeting debt reduction investing and retirement planning.
- Develop customized financial plans while identifying upsell and cross-sell opportunities to grow account value.