Entry-Level Financial Services Associate
A
AO CentralFinancial services
Listing location: Lewiston, Maine; 100% work from home via web conferencePart-TimeEntry
Salary not disclosed
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Job Details
- Required Skills
- CRM
Requirements
- Be coachable.
- Be dependable.
- Be people-focused.
- Be comfortable on camera.
Responsibilities
- Meet virtually with families.
- Explain benefits and options in plain language.
- Follow up with clients and maintain relationships.
- Take notes and schedule meetings.
- Use CRM for light administrative work.
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