Financial Sales Representative jobs in United States
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Reqroute, Inc · 19 hours ago

Financial Sales Representative

Reqroute, Inc is seeking a Financial Sales Representative to provide exceptional customer service in the banking or financial domain. The role involves answering inbound calls from clients, educating Financial Advisors on account services, and efficiently handling a variety of tasks in a fast-paced environment.

Staffing & Recruiting
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Growth Opportunities

Responsibilities

Must have banking or financial domain experience
Answer inbound calls from our internal clients at the branches
Educate Financial Advisors on account services and capabilities
Perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks
Have superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries

Qualification

BankingFinancial experienceProficient in Microsoft OfficeProblem-solving skillsCommunication skillsFlexibleWindows navigation skillsOrganizational skillsAttention to detailAdaptable

Required

Must have banking or financial domain experience
Answer inbound calls from our internal clients at the branches
Educate Financial Advisors on account services and capabilities
Perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks
Have superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries
Excellent communication and organizational skills, attention to detail, and strong follow-up skills
Strong problem-solving skills
Flexible and adaptable to change
Proficient in Microsoft Office Suite
Windows navigation skills
Experience – 1-2 year minimum in call center environment
Excellent Communication skills
Strong organizational skills and attention to detail

Company

Reqroute, Inc

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Reqroute is a Staffing and Recruitment Marketing firm based in the heart of Silicon Valley in California.

Funding

Current Stage
Growth Stage

Leadership Team

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Terrina Butler
Vice President of Strategy and Client Partnerships
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Company data provided by crunchbase