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Financial Services Representative
2 months ago
Clearwater Wealth Management is seeking a skilled and ambitious individual to join our team as a Pension Consultant. As a key member of our team, you will play a vital role in helping our clients achieve their financial goals and secure their financial future.
About the RoleWe are looking for a talented and motivated individual to join our team as a Pension Consultant. In this role, you will be responsible for:
- Contacting qualified inbound leads to introduce them to our wealth management services
- Scheduling initial appointments for our financial advisors
- Maintaining detailed records of all interactions in our CRM system
As a Pension Consultant, you will have the opportunity to work with a wide range of clients, from individuals to businesses, and help them achieve their financial objectives. You will also have access to comprehensive training and development opportunities to ensure your success in the role.
What We OfferAt Clearwater Wealth Management, we offer a competitive base salary with performance-based bonuses, as well as opportunities for career advancement and professional growth. Our team is dedicated to providing exceptional service to our clients, and we are looking for someone who shares our commitment to excellence.
We pride ourselves on building strong, trusted relationships with our clients, and we are looking for someone who is passionate about delivering exceptional customer service. If you are a motivated and ambitious individual who is looking for a challenging and rewarding career opportunity, we encourage you to apply for this role.
