What are the responsibilities and job description for the Customer Service Agent position at American Legacy Solutions?
Are you passionate about assisting clients with their financial needs and ensuring exceptional service? American Legacy Solutions is seeking a dedicated Customer Service Agent to provide personalized support and guidance to our valued clients.
About Us:
American Legacy Solutions is a client-first brokerage firm dedicated to helping individuals and families achieve their financial goals through education, personalized service, and comprehensive financial planning.
Customer Service Agent Responsibilities:
- Client Support & Financial Guidance: Assist clients with inquiries regarding financial products and services, providing clear and timely information.
- Sales & Product Recommendations: Educate clients on available financial solutions, including insurance, investment, and retirement options, while identifying opportunities to enhance their financial well-being.
- Application & Account Assistance: Guide clients through the application process for financial products, ensuring accuracy and compliance with company policies.
- Issue Resolution & Customer Satisfaction: Address client concerns, troubleshoot financial service issues, and ensure a seamless customer experience.
- Relationship Building & Retention: Develop strong client relationships through follow-ups and proactive communication to encourage long-term financial planning and service engagement.
Customer Service Agent Requirements:
- Previous experience in customer service, preferably within the financial services industry.
- Strong communication and interpersonal skills.
- Ability to handle transactions accurately and efficiently.
- Knowledge of financial products and services is a plus.
- High school diploma or equivalent; additional education in finance or related fields is advantageous.
What We Offer:
- Competitive commission with opportunities for growth.
- Comprehensive training programs.
- A supportive and collaborative work environment.
- Opportunities to make a meaningful impact on clients' financial well-being.
If you're ready to contribute to a company that values client relationships and professional development, apply today to join American Legacy Solutions as a Customer Service Agent!
Apply Now!
Job Type: Full-time
Pay: $100,000.00 - $120,000.00 per year
Schedule:
- Monday to Friday
Work Location: Hybrid remote in Santa Barbara, CA
Salary : $100,000 - $120,000
