Virtual Client Portfolio Advisor
New
G
Global Elite Empire Consultants
Thornton, ColoradoFull-Time
Salary not disclosed
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Job Details
- Required Skills
- CRM
Requirements
- Be driven.
- Be trainable.
- Be dependable.
- Be comfortable competing.
- Be comfortable on camera.
- Be prepared to handle notes, appointments, and CRM hygiene.
Responsibilities
- Assess client needs.
- Teach clients about their options.
- Maintain the client relationship after the first meeting.
- Take notes and manage appointments.
- Maintain CRM hygiene.
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