Financial Services Representative
New
A
AO CentralFinancial services
Listing location: Roswell, New Mexico; Employment type: Remote; Workplace type: RemoteFull-Time
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
- Guide clients who have already asked for help.
- Explain options and benefits in plain language.
- Meet virtually with families.
- Follow up with clients to maintain relationships.
- Handle notes, scheduling, and CRM tasks.
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