Required Qualifications:

•Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives

• Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays
• Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections
• Is comfortable receiving ongoing performance feedback and coaching
• Is comfortable with ongoing change and learning new technology/processes
• Has at least an intermediate level of proficiency with computers
• Is self-motivated with excellent organisational skills
• Has strong decision-making and problem-solving skills

Desired Qualifications:

•Experience in the banking/financial industry

• Experience working in a call center
• Experience in telephone sales

Skills:

• Attention to Detail
• Client Solutions Advisory
• Customer and Client Focus
• Interpret Relevant Laws, Rules, and Regulations
• Adaptability
• Client Experience Branding
• Customer Service Management
• Issue Management
• Problem Solving
• Active Listening
• Business Development
• Consulting
• Referral Identification
• Research

Job Type: Contract

Salary: $19.75 - $23.78 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Call center: 2 years (Required)
• Customer service: 2 years (Required)
• Outbound calling: 2 years (Required)
• Banking: 2 years (Required)

Work Location: On the road