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This is a Fully Remote Job
About Our Client:
The organization operates within the financial services industry, focusing on providing tailored financial solutions to individuals and businesses. It addresses the challenge of aligning financial options with diverse client goals by offering personalized guidance and support. The company emphasizes client engagement and ongoing relationship management to facilitate informed financial decisions.
About the Opportunity:
The VIRTUAL ACCOUNT REPRESENTATIVE role serves as an initial contact point for prospective clients, helping them understand available financial services and guiding them toward suitable next steps. This position contributes by fostering client relationships that support the organization’s goal of delivering personalized financial solutions.
Responsibilities:
* Initiate outbound communications to potential clients via calls, emails, and messages
* Respond promptly to inbound inquiries and assist clients with initial questions
* Engage clients to identify their needs and financial goals
* Clearly present service offerings and recommend appropriate next steps
* Schedule follow-up interactions or connect clients with relevant team members
* Maintain accurate records of client interactions in the CRM system
Requirements:
* High school diploma required; college degree preferred
* Confident and friendly communicator comfortable in client-facing roles
* Organized and able to work effectively from a home setting
* Strong listening and follow-up skills with a people-first approach
* Previous experience in sales, appointment setting, or client-facing roles is a plus
Pay Range and Compensation Package:
* Competitive base salary plus performance-based bonuses and incentives
Benefits & Perks:
* Medical, dental, and vision insurance
* 401(k) retirement plan
* Paid time off
* Flexible work arrangements with structured support
* Opportunities for advancement
Equal Opportunity Statement: Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.
Note:
TalentHop is a recruitment partner of this role. Please note that all employment decisions, including candidate assessment, interviews, hiring, compensation, and employment terms, are made exclusively by the hiring employer.