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Chances Are This Career Opportunity Is Actually NOT For You... Unless, You Really Are a One-In-A-Thousand.
Please don't think of us as arrogant. We don't mean to be. We want to respect you and your time. And, if you really are a one-in-a-thousand, we want to persuade you to rapidly grow your career with us.
Vitality Investments is a boutique retirement planning firm. We’re growing fast - almost painfully fast. We need talent. But the right kind of talent. We've had several “high potentials” join our firm. And, unfortunately, high percentage of those folks washed out. The few who have made it have been essential to our exceptional growth. So, we've had considerable experience with the hiring/retention process. We believe we now know the kind of special individual for whom our firm is a great match.
For that individual, the opportunities and rewards are limitless… as are the challenges, expectations, and responsibilities.
Company Overview:
Vitality Investments is a fast-paced, Southwest Florida-based, growth-driven, female-owned firm. We are at the cutting edge of retirement planning. Much to our delight, our carefully designed processes and exceptional client services have put us at the forefront of our industry’s innovation. Now, the challenge is to stay at the forefront – even as we continue our rapid growth.
We understand that maintaining our position as industry innovators and experiencing rapid growth ultimately hinges on the dedication of our associates. In a landscape characterized by discerning high-net-worth clients, our success is determined by the caliber of associates we can attract and retain. This is why we prioritize our recruitment and selection processes and invest significantly in recognizing and compensating our associates.
At Vitality Investments, we believe in empowering new associates to actively contribute to decision-making processes. From the outset, you'll have direct and meaningful interactions with our clients. Our newest associates are fully integrated into our comprehensive compensation and bonus program. For the exceptional individual—the rare one-in-a-thousand—this presents a significant opportunity for rapid professional, personal, and financial advancement. And our track record speaks for itself.
Position Overview:
Imagine being a highly compensated star in a boutique financial planning company … without having to be a financial expert.
If you are that one-in-a-thousand professional, as a Vitality Investments Retirement Planning Associate, you’ll play a vital role in assisting clients with their financial needs while also contributing to the strategic direction and growth of the firm. This is an exceptional opportunity for the results-focused individual, eager to learn and driven to have a meaningful impact. And, the beauty of this opportunity is that you really need not currently have financial planning experience or expertise.
Why Financial Expertise_ Isn’t_ Required:
We are far more interested in who you are rather than what you know technically or what licenses you currently have (or don’t have). We care – first and foremost – about your work ethic and your integrity, as well as your attention to detail, flexibility, and dedication to genuine customer service. Don't worry about the technical stuff. We'll teach you everything you need to know about the financial aspects of the business. And, if you really are a one-in-a-thousand, you’ll discover we're pretty darn good teachers.
And This Is NOT a Sales Position:
We have an entire marketing team that does an excellent job connecting us with our IDEAL client. We conduct very popular and well received educational events to educate those high probability leads. No one in our firm does any form of cold calling. Our potential clients call us. We are not looking for you to work the phones to generate leads. We are looking for a one-in-a-thousand professional who will help us serve those high potential leads and convert them into exceptionally satisfied clients.
Having said all of that, it is the reality of the world we live in that, in one sense, “we are all selling all of the time”. And we very much embrace that perspective. It's just that in our firm, we do our best selling by delivering unmatched services that truly exceed our clients’ expectations. We leave the annoying cold calling to our competitors.
So, What WILL the One-In-A-Thousand Associate Be Doing?
Our new one-in-a-thousand associate will bring value to Vitality Investments:
What IS Required:
So, if financial knowledge and experience aren't required, then what does it mean to be a one-in-a-thousand candidate? We take every one of the following candidate requirements very seriously:
1. High attention to DETAIL
2. Value Driven Attitude vs. Entitled Driven Attitude
3. A Strong Communicator
4. A Strong Desire for Continuous Learning
5. Has EXCEPTIONAL work habits
6. Has a positive attitude
7. Leadership skills – leads by example.
8. Respect and Empathy – values diversity and listens to different perspectives.
So, What’s Next?
We really are searching for that one-in-a-thousand individual. If you feel you are that person, here is our selection and orientation process:
1. Respond to our ad and tell us WHY you stand out as that exceptional candidate. Don’t just send us your resume. Feel free to express yourself through a concise video submission.
2. Upon review and agreement that you could be the right fit, we'll reach out to schedule a brief phone interview.
3. Following the phone interview, if mutual interest persists, we'll extend an invitation to a half-day, multi-candidate orientation and screening event. Here, we'll delve deeper into each other, our company, and the potential opportunities awaiting you.
4. Should both parties maintain interest post-orientation, we'll request three professional references to better understand your work ethic and skills. We think this part of the process is especially important.
5. Upon satisfactory reference checks, if mutual interest persists, we will:
a) Extend a tentative offer.
b) Invite you to participate in an intensive week-long orientation and immersion program, for which you will be compensated. If your schedule doesn’t allow for a week-long orientation, we can achieve the same goal over two weekends.
6. Upon completing the orientation and immersion program and mutual agreement to move forward, we'll finalize your start date.
We’re hoping you are the one in a thousand that we seek. Let us know what you think.
Job Type: Full-time
Pay: $45,000.00 - $100,000.00 per year
Benefits:
Weekly day range:
Ability to Relocate:
Work Location: Hybrid remote in Sarasota, FL 34236
Full Time
$55k-70k (estimate)
03/25/2024
05/09/2024
The following is the career advancement route for Customer Service Associate positions, which can be used as a reference in future career path planning. As a Customer Service Associate, it can be promoted into senior positions as a Customer Success Associate II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Service Associate. You can explore the career advancement for a Customer Service Associate below and select your interested title to get hiring information.
If you are interested in becoming a Customer Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Customer Service Associate for your reference.
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Quotes from people on Customer Service Associate job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Customer Service Associate jobs
Best Colleges to Study Client Service Associate.
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Ensure all customer problems are resolved quickly to the satisfaction of the customer.
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Follow standard operating procedures and adhering to legal hr safety customer service and security policies procedures.
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Measure and analyze customer feedback.
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Step 3: View the best colleges and universities for Customer Service Associate.