Responsibilities:
- Establish and maintain strong relationships with clients through virtual communication channels.
- Understand clients' financial needs and provide tailored solutions and advice.
- Conduct a calls to potential clients with a focus on building rapport and understanding their needs.
- Provide exceptional customer service and address inquiries in a professional manner.
- Collaborate with team members to meet and exceed performance targets.
- Learn and apply effective communication and persuasion techniques.
- Stay informed about our products/services to effectively articulate value propositions.