A financial solutions provider is looking for a Work From Home Account Manager to support clients with personalized financial options. You will manage both inbound and outbound communication, assist clients in identifying their goals, and track all activities using CRM records. The ideal candidate has sales or customer service experience and must be able to work independently. Competitive salary, performance bonuses, and a comprehensive benefits package including health insurance are offered.
Qualifications
Experience in sales, customer service, or lead generation preferred.
Goal-oriented with an ability to work independently.
Responsibilities
Proactively reach out to clients and handle inquiries.
Align solutions with client goals and provide explanations.
Maintain records in CRM and support retention efforts.
Skills
Sales experience
Customer service
Lead generation
Independent work
Education
High school diploma or college degree
Job description
A financial solutions provider is looking for a Work From Home Account Manager to support clients with personalized financial options. You will manage both inbound and outbound communication, assist clients in identifying their goals, and track all activities using CRM records. The ideal candidate has sales or customer service experience and must be able to work independently. Competitive salary, performance bonuses, and a comprehensive benefits package including health insurance are offered.