Location: New York City, New York, USA
Category: Sales
Salary: 45,000 - 60,000 USD / yearly
Full-time
Join SmartAsset as a Client Experience Specialist to help connect consumers with financial advisors. This remote position offers a fixed schedule and great benefits.
Interact with consumers via phone, email, SMS, and live chat. Guide users through matching with financial advisors. Schedule meetings between investors and advisors. Build relationships with partners. Document interactions in CRM.
1+ years of telephone sales or call center experience. Strong communication skills. Ability to adapt in a fast-paced environment. Detail-oriented and organized.
Remote work, medical, dental, vision insurance, life/AD&D insurance, FSA, 401K, equity packages, PTO, parental leave, EAP, employee resource groups, pet insurance, home office stipend.
We are committed to fostering an inclusive environment and offer equal employment opportunities regardless of various factors. Join us to be part of an innovative team.