About us
We are fast-paced, autonomous, professional and our goal is to connect our clients with qualified 401k prospects looking to review their retirement plan ahead of potentially making changes..
Our work environment includes:
- Modern office setting
- Work-from-home days
The 401k Advisor Line is looking for a motivated sales professional with a background in healthcare, financial services, or real estate to join our team.
The ideal candidate will have experience in a high-growth environment and be able to demonstrate strong communication skills and excellent interpersonal skills. This individual will be responsible for generating appointments for our financial advisor/clients.
Responsibilities:
- Develop new business opportunities by generating leads and converting them into bookings for our advisor clients
- Identify and qualify businesses for 401k plan reviews/consultations
- Follow up on leads and contact status
- Set up appointments, follow-up on new business opportunities, and generate sales referrals
- Other duties as assigned
Experience:
- High school diploma or equivalent required
- Strong interpersonal skills with the ability to handle pressure and meet deadlines
- Strong verbal communication skills, both written and spoken, along with the ability to work effectively in a team environment
- Previous experience in customer service, sales, finance, or other related fields preferred
Job Types: Full-time, Part-time
Pay: $15.00 - $18.00 per hour
Benefits:
- Flexible schedule
- Paid training
- Work from home
Experience level:
- 1 year
Shift:
- 8 hour shift
- Day shift
- Evening shift
- Morning shift
Supplemental pay types:
- Weekly bonus
Weekly day range:
- Monday to Friday
Work setting:
- Call center
- Office
- Remote
Experience:
- Customer service: 1 year (Preferred)
Work Location: Remote
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