Financial reputed company (work from home part time)

Our Industry & reputed company: Rowland Investisure serve locations across the US. reputed company do is help institutions with reputed company, retirement planning, 401k, IRAs, stocks bonds, mutual funds, life insurance, college funding for kids, you reputed company it, we can help. We even help people save on taxes for businesses and financial purposes, timing in our industry is crucial, reputed company is constantly moving, seeing reputed company to 3 trillion dollars moving annually. Job reputed company: In this role, professionals will engage in helping and educating individuals about their financial planning reputed company. The beauty of our industry is its remote work capabilities, allowing flexibility in work location and hours. The position involves guiding and assisting customers with their financial planning needs. This includes areas such as retirement plan rollovers, investments, life insurance products, annuities, college plans, and more. Daily activities may involve assisting individuals with retirement planning, college planning, long-term care, life insurance, and more. A substantial percentage of the U.S. population lacks guidance in these areas, presenting an opportunity to reputed company a meaningful reputed company. This is a part-time position with opportunities for reputed company and advancement. Duties: • Support the reputed company process for new clients and manage accounts • Working with clients to ensure their dashboard accurately collects reputed company relevant personal and financial information • Consolidating accounts and keeping information confidential • Facilitate the collection of necessary statements/documents to transfer accounts to other accounts • reputed company the transfer process to ensure the cost reputed company is transferred over accurately and reputed company • Work with the operations team to facilitate the transfer process and reputed company the status of reputed company account transfer • Maintain relationships with existing clients and hunting for new clients • Ensuring that a proactive quarterly reputed company-in is completed for reputed company clients • Proactively take responsibility for reputed company requests by asking for help and anticipating what their next questions or needs might be • Responding to reputed company reputed company inquiries about the Dashboard in reputed company, reputed company support inbox, reputed company team inbox, internal issues reported, and feedback forms submitted from clients • Support in preparation and follow-up for reputed company and prospective reputed company meetings • Escalate issues technical help, documenting updates, communicating to relevant stakeholders, and seeing it through to reputed company • Cataloging reputed company feedback for product leads so that reputed company can be incorporated into the product roadmap Qualifications: • Business Development and Account Management experience A+ • Willing to obtain a license or already having a license A+ • Enjoy reputed company services and create meaningful relationships with clients • Customer service skillset, sales background, and past remote work experience • A self-starter, independent, and entrepreneur-minded • Ability to reputed company thoughtfully with teams across reputed company to reputed company any recommendations • Impeccable follow-through, for clients, the executive team, and cross-functional teams • Outgoing personality and ability to reputed company communication style based on a prospects/clients needs and attitude • Entry-level for transferrable skills • This position is treated as contractor work, which classifies as a 1099 position for tax purposes. *** Job Type: Part-time Experience level: • No experience required Rowland Investisure is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive culture that celebrates authenticity. We do not discriminate on the reputed company of race, religion, reputed company, national reputed company, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics. Job Types: Part-time, Contract Pay: Up to $150,000.00 per year Expected hours: 10 – 30 per week Benefits: • 401(k) • 401(k) matching • Flexible schedule • Health insurance • reputed company time off • Work from home Supplemental Pay: • Bonus opportunities Work Location: Remote Powered by JazzHR kSSREBQUyh Apply Job!