What are the responsibilities and job description for the Client Relationship Manager position at Smart Investment Solutions?
Are you someone who is looking for something that is not your regular 9-5? Are you looking for something that gives you flexibility with your day to day life? Are you a self-motivator, goal-orientated, and great at building relationships? If that's you, this is opportunity is for you!
As a Financial Services Representative with Smart Investment Solutions, you'll have the opportunity to help families safeguard their financial future, along with gaining a wealth of knowledge of finances while earning unlimited income. We're seeking for individuals with an entrepreneurial mindset that's ready to take control of their income, time and future.
Responsibilities
- Assist customers with financial inquiries and provide exceptional customer service.
- Educate clients on financial products and services, promoting sales when appropriate.
- Maintain accurate records of transactions.
- Promote financial products and services to enhance customer relationships.
- Maintain compliance with regulations, including obtaining a Life Insurance License, and also assist in fraud prevention efforts.
- Collaborate with team members to enhance customer relationships.
Qualifications
- Are you readily able to invest $200-400 to obtain your state license?
- Excellent customer service and relationship management skills
- Do you understand that this is a business opportunity and not a W2 Job?
Supplemental Pay:
- Bonus opportunities
- Commission pay
Perks & Benefits:
- Paid training and licensing
- Remote work opportunities
- Recognition and rewards for top performers
- Ongoing professional development and leadership training
- Company trips, bonuses, and more for high-achievers
Job Types: Full-time, Part-time, Contract
Pay: $69,409.00 - $80,888.00 per year
Expected hours: 5 – 40 per week
Schedule:
- Monday to Friday
Ability to Commute:
- Calverton, MD 20705 (Required)
Ability to Relocate:
- Calverton, MD 20705: Relocate before starting work (Preferred)
Work Location: In person
Salary : $69,409 - $80,888