Job description

 

Train on site/ Home Office Program

This position requires you to complete training on site at 9060 S Rita Rd Tucson, AZ.

After training, you may have the option to participate in our Home Office Program where you will work from home as long as you are performing in role, have proper working conditions, and technology that is required.

 

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We Offer:

• Competitive rates start at $19/hr!

• Day 1 Health Benefits!

• State of the Art facility

• Flexible Work Strategies

• Collaborative team environment

• 401(k) match

• Tuition Reimbursement 

 

#CustomerSupport

 

The Service and Sales Specialist is an entry level position responsible for responding to service inquiries through inbound telephone and mail communications in coordination with the Customer Service team. The overall objective of this role is to provide resolution to client inquiries while identifying cross sell opportunities.

Responsibilities:

• Assist in evaluating client financial needs to identify and offer new  products and solutions

• Interact with customer inbound calls and provide customer service, as necessary

• Align client needs to product service solutions within a complex sales-based environment

• Communicate the value and benefits associated with products and services to clients

• Achieve monthly individual/team-based established sales goals

• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding , its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

 

• 1-3 years of relevant experience

• Sales and customer service (financial services, call center, retail) experience preferred

• Consistently demonstrates clear and concise written and verbal communication

• Demonstrated problem-solving and decision-making skills

Education:

 

 

• High School diploma or equivalent

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