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

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  • 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.

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