What are the responsibilities and job description for the Customer Experience Manager position at Rowland Investisure?
Our Industry & About us :
Rowland Investisure serve locations across the US. What we do is help institutions with investing, retirement planning, 401k, IRAs, stocks bonds, mutual funds, life insurance, college funding for kids, you name it, we can help. We even help people save on taxes for businesses and financial purposes, timing in our industry is crucial, money is constantly moving, seeing close to 3 trillion dollars moving annually.
Why this industry? : People are trying to take back control of their pensions, property, and investment accounts. Then people working in different markets as well, such as Millennials and Gen Z are learning about it. So we have the capability of sitting with people to give them better options for their future, and provide educational information to help them understand their options. Our moto is, leave no families left behind!
Role overview :
As a Financial Service Client Representative / Customer Care Professional, you’ll work directly with leaders to support their efforts with clients in growing their client base. No telemarketing, but Business Development is the primary task. You’ll be responsible for booking client meetings, developing relationships with clients, business development, operational tasks, completing follow-ups, and working to ensure our clients are well-served.
