Job description

Are you ready to advance your career and truly make a difference?

This is an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established, reputable Independent Advisory & Financial Services Company.

Please note that this position does require at least 3+ years of experience working in Sales Role, and Life, Health License (mandatory)

Description:

Position Summary: Retirement planning firm, Euclid Financial Services in East Providence, RI is seeking a full-time, Client Relations Specialist. Candidate must exhibit exceptional time management skills, a proven record of getting prospects/client engaged over the phone, accept direction, be customer service oriented and skilled with technology. Excellent work environment provided with competitive pay and opportunities for professional and personal growth.

Position Overview:

The primary responsibility of this position is to engage prospects after they have shown interest from one of the many company marketing funnels which could include informational workshop/seminar, radio ad, TV ad, website, etc. This position will depend heavily upon a positive attitude, solid work ethic and the ability to build upon relationships over the phone. This role will overcome objectives in a professional, polite manner – never making the prospect feel uncomfortable at any time.

A brief summary of the tasks are below:

· Calling and scheduling with prospects

· Consistent follow-up with prospects

· Attend seminars/workshops

· Keep CRM updated with prospect/client interaction

· Work independently and proactively to meet personal business goals

· Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Chief Advisor

· Perform other duties and projects as assigned

· 3+ years of Financial Services experience in a Client Service or Associate Advisor Role

• · Life, Health License (preferred)

If you meet or exceed the expectations described above, please apply today!

Salary Base: $35,000 - $40,000 based on experience

Job Type: Full-time

Pay: $35,000.00 - $40,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance

Experience level:

• 2 years

Weekly day range:

• Monday to Friday
• Weekend availability

Work setting:

• In-person

COVID-19 considerations:
To try to keep our staff and clients safe, as we take oxygen levels and temperature daily. We provide masks, & sanitizer, also air scrubbers in every room. We sanitize rooms before & after every meeting .

Ability to commute/relocate:

• Rumford, RI 02916: Reliably commute or planning to relocate before starting work (Preferred)

Work Location: In person

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