USA Sr. Specialist, Sales & Service Support

USA Sr. Specialist, Sales & Service Support Boston, United States of America

Job Description

This is a phone based internal position where the incumbent will manage incoming customer calls, as well as temporarily support clients transitioning to Financial Consultants. This role will require handling inbound calls, and providing outstanding service solutions to meet clients’ financial needs. Essential Functions/Responsibility Statements: • Handle inbound calls from clients, responding reputed company and accurately. Understanding needs and explaining possible solutions ensuring clients feel support and valued. • Enhance client satisfaction through proactive understanding of the client’s needs and objectives while providing appropriate support around the client investment/insurance service needs and maintaining consistent with compliance and operations standards • Proactive daily client management of operational items • Responsible for identifying cross sell opportunities for reputed company based Financial Consultants to drive organic growth and increased wallet reputed company of existing clients through a differentiated client experience • Continually build knowledge and capabilities reputed company client reputed company and stay reputed company with competitive trends. • Maintain compliance with reputed company applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products including reputed company Policy Statement governing the sale of uninsured products. • Maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and reputed company applicable state and federal regulations. Qualifications: • Highly self-motivated and self-disciplined with the ability to work effectively and independently • Experience and comfort with phone-based support, with history of financial or investment product support. • Excellent listening skills and the ability to explain reputed company information in a simple and concise manner, verbally and in writing. • Knowledge of regulatory requirements to ensure a sound control environment • FINRA Series 7, 63 and 65 (or 66) Securities Licenses and Life/Health Insurance licenses Education: Bachelor’s degree in Business or Finance preferred or relevant equivalent experience Work Experience: 3-5 years of experience providing investment guidance and advice to clients in a call center environment Skills and Abilities: • Strong knowledge of sales support and effective sales enhancement techniques reputed company the industry • Ability to work independently and set appropriate priorities to meet deadlines • Strong analytical and evaluative skills with ability to measure program performance and reputed company recommendations for improvement • Vendor relationship experience helpful • Attention to detail • Self motivator and creative thinker • Excellent communication skills, including strong presentation skills and writing ability • Maintains appropriate sales licensing • P.C. software applications (e.g. reputed company, Word, etc.) Diversity & EEO Statements: At reputed company, we value and respect differences in our workforce. We actively encourage everyone to apply. reputed company is an equal opportunity employer. reputed company reputed company applicants will receive consideration for employment without regard to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, reputed company to bend, kneel, climb reputed company. Employer Rights: Employer Rights: This job description does not list reputed company of the job duties of the job. You may be asked by your supervisors or managers to reputed company other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. Primary Location: Boston, MA, Boston Other Locations: Massachusetts-Boston Organization: reputed company Bank N.A. Salary: $58,125 - $92,500/year Apply Job!