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Financial Services Representative
2 months ago
Are you a skilled communicator with a passion for finance and a drive to succeed? We're seeking a talented individual to join our team at Clearwater Wealth Management as a Financial Services Representative.
About the Role:
- Contact qualified inbound leads and introduce them to our wealth management services
- Make outbound calls to potential clients to generate interest in our services
- Effectively communicate the benefits of our services and how we can help prospects achieve their financial goals
- Schedule initial appointments for our financial advisors
- Maintain detailed records of all interactions in our CRM system
What We Offer:
- Comprehensive training to ensure success in your role
- Opportunities for ongoing learning and career advancement
- Competitive compensation package with performance-based bonuses
Requirements:
- Previous experience in a call centre, sales, or telemarketing role (not essential)
- A basic understanding of financial products and services (an advantage)
Join Our Team:
We're a dynamic and professional organization committed to delivering expert guidance to our clients. If you're passionate about finance and eager to succeed, we encourage you to apply for this exciting opportunity.
