What are the responsibilities and job description for the DTC Client Relationship Representative position at Gold Bullion International LLC?
Who we are:
Founded in 2009, GBI (https://gbi.co) is a rapidly growing fintech/commodities company, building groundbreaking technology to enable both wealth management professionals and individual investors access to physical precious metals. Our software is deeply integrated into some of the world's top wealth managers and powers retail applications around the globe, while also serving direct-to-consumer investors through our retail precious metals offering. GBI's core platform allows institutional clients and individual investors alike to buy, sell, store, and take delivery of precious metals. Whether through their existing brokerage accounts and trading systems, our institutional portals, or our direct-to-consumer retail interface.
POSITION OVERVIEW
The Client Relationship Representative reports to the Sr. Client Relationship Manager and supports the team's efforts to generate, maintain, and expand business opportunities with new. This position provides exposure to High Net Worth client management while learning industry best practices.
KEY RESPONSIBILITIES
- Support lead generation efforts and assist in converting prospective customers
- Execute outbound sales strategies as directed by senior team members
- Learn and effectively communicate product features and benefits to clients
- Provide exceptional customer service to precious metals investors
- Assist in managing client contact lists and maintaining regular follow-up schedules
- Record and track sales activities and client interactions
- Support high-net-worth customers with professional, attentive service
- Respond to customer inquiries and identify their needs
- Build positive relationships through clear and helpful communication
- Accurately document all customer interactions in the CRM system
- Assist marketing team with sales campaign execution
- Participate in training programs to develop product knowledge and sales skills
- Support senior team members with special projects as needed
REQUIREMENTS
- Bachelor's degree or equivalent experience
- 2-4 years of sales experience (financial services preferred)
- Experience in the precious metals space preferred but not required
- Proficiency in Microsoft Excel and CRM platforms (HubSpot)
- Strong verbal and written communication skills
- Good listening skills and customer-focused mindset
- Detail-oriented with strong organizational abilities
- Ability to work in a fast-paced team environment
- Professional demeanor suitable for high-net-worth client interaction
- Willing to re-locate / Must report in-office a minimum of 3 days a week to the Savannah, GA office
Benefits
- Opportunity for career growth and professional development in a rapidly growing company.
- Ability to work hybrid.
- Direct influence on the course of the business and day-to-day operations.
- This position offers a base salary plus commission, paid monthly based on sales performance.
- Benefits including medical and dental insurance, 401k, and more.
- Paid time off.
- This position is ideal for individuals with some experience in financial services sales, offering opportunities for further growth and development within the company.
- Comprehensive training will be provided to help you excel in this role. This position is based at our regional office in Savannah, GA.