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About the Role
Serve as the first point of contact for individuals interested in improving their money situation. This role blends customer service and sales, requiring clear communication and a genuine care for helping people.
Responsibilities
- Reach out to and build rapport with potential clients
- Listen closely to understand each person's goals and concerns
- Explain services in a simple, honest, and relevant way
- Evaluate whether a prospect is ready for the next conversation
- Schedule and confirm appointments with the advisory team
- Ensure prospects feel prepared and informed before their appointment
- Keep organized records of every conversation and follow up
- Stay on track with weekly goals for conversations and appointments
Requirements
- Previous experience in customer service, sales, or a client-facing role
- Strong listening and communication skills
- Dependable and follows through on commitments
- Coachable and eager to grow
Skills
- Customer service
- Sales
- Client relations
- Communication
- Active listening
- Organization
- Follow-up
Salary/Compensations
- $46,800 - $93,600 weekly ($900 - $1800)
Benefits
- Training in professional communication and conversation flow
- Organized systems for tracking your pipeline
- Ongoing coaching from experienced leaders
- A workplace culture centered on growth and mutual respect
About the Company
- Wealthy Leadership is focused on helping individuals improve their financial situation.