Virtual Member Services Associate

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AO CentralFinancial services
Listing location: Hilliard, OhioFull-Time
Salary not disclosed
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Job Details

Requirements

  • Be dependable.
  • Be adaptable.
  • Be competitive.
  • Be passionate about the work.
  • Be willing to be trained.

Responsibilities

  • Conduct virtual consultations.
  • Have needs conversations with clients.
  • Follow up with clients.
  • Maintain notes.
  • Schedule client activities.
  • Keep the pipeline clean.
  • Give presentations through web conferencing from home.
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