Not Specified is seeking a customer-focused retirement, insurance, and investment advisor to serve as the first point of contact. You will assess needs via phone, video, and email, create client profiles, and schedule advisor appointments.
The role emphasizes strong communication, listening and critical-thinking skills with a professional presence. Customer service or financial services experience is preferred; Microsoft Office proficiency is required.
#J-18808-LjbffrRemote Client Engagement Specialist - Retirement in workfromhome at Unknown Company
This position is listed as full time and onsite.