Job Description
Job Overview
The Sales Specialist is responsible for addressing any and all client inquiries about the products and services IRA Financial offers. The person holding this position will assist clients in deciding which type of retirement account to open by providing clear, concise and well-researched information about all types available. This individual is expected to be continuously updating their knowledge of IRA Financial products, services, and policies.
Job Structure Details
- On-Site
- Full Time
- Hourly/Non-exempt
- Monday-Friday Daytime, because we want your weekends free for your family and friends!
Benefits
- Health, Dental, Vision Insurance (Premium-Free Employee-Only Option Available)
- 401(k) Employer Contribution of 4%
- Paid Time, Sick Time, Volunteer Time and Birthday Time Off
- Parental Leave
- 30-Minute Paid Lunch
- Catered lunch every Monday
- Monthly 15 minute massage
Job Responsibilities
- Stay knowledgeable about IRA, LLC, and 401(k) services offered by IRA Financial.
- Demonstrate their knowledge to potential clients confidently and effectively.
- Address client inquiries to the best of their ability, relying on available tools and resources for assistance.
- Identify specific client needs and demonstrate value of each plan based on those needs.
- Assist customers with questions and concerns via phone, email and other messaging services.
- Meet IRA Financial’s specific goals through aggressive and consistent client outreach.
- Follow-up with current and potential clients via phone, email and other messaging services to ensure all questions are answered and concerns are addressed.
- Other tasks as assigned by management.
Job Qualifications & Requirements
- High School Diploma or Equivalent
- Preferred basic understanding of Self-Directed Individual Retirement Accounts
- Preferred phone experience
- Excellent verbal and written communication skills
- Effective multi-tasking abilities
- Strong critical thinking and problem-solving skills
- Proficient in Microsoft Office Suite or related software