Demo

Hybrid Customer Service Administrator

TEKBERRY
Phoenix, AZ Temporary
POSTED ON 1/22/2025
AVAILABLE BEFORE 4/22/2025

Title : Digital Sales Administrator / Customer Service Admin

Pay Rate : $26 / hr

Job Type : 6-month contract

Shift(s) : Mon Fri, 8am 5pm

Location : Phoenix, AZ 85016

  • Hybrid, On-site Tues & Weds

Job Code : JPC-10568 / 1365251

Tekberry is looking for a highly qualified and motivated Sales Admin to work with our client, the nation's #1 independent financial advisory firm. As a W2 employee you will have access to health benefits. Benefits include health, dental, and vision (eligible on the 1st of the month following your start date).

Job Description :

As a Digital Sales Administrator, you'll play a pivotal role by maintaining multichannel digital communications to generate enthusiasm and meet with our industry-leading financial planners. As part of a team of Customer Service Associates handling leads generated by our marketing department and partners, you'll provide a best-in-class experience that builds value in EFE's Wealth Management services.

In addition to an earnest desire to help people, the ideal candidate for this role has excellent writing and communication skills with a proven ability to leverage digital engagement to drive lead conversion. We are seeking someone who compliments the team's existing talents and can use their strong organizational skills to consistently deliver timely & professional communications to prospective clients with the goal of helping them connect with our Financial Planners.

Responsibilities :

  • Engage prospects through digital communication channels including Email, SMS, & Webchat to identify the prospect's needs and recommend the appropriate EFE services while accurately recording crucial prospect information for planners.
  • Utilize excellent verbal & written communication skills to address prospect inquiries, troubleshoot issues, provide solutions, & collaborate with other departments to meet the prospect's needs.
  • Apply knowledge of EFE's Financial Planning capabilities to promote products & services (retirement planning, investments, estate planning, and tax planning) to convey how EFE financial planners could address the prospect's needs
  • Consistently deliver timely responses to prospect communications leveraging exemplary writing skills and strong organizational skills to manage digital engagement channels.
  • Potentially track & analyze digital communication performance & trends to inform business decisions on digital outreach strategies and optimize conversion opportunities. Provide recommendations for digital engagement process improvements.
  • Requirements :

  • 2 years in a digital sales environment; experience in financial services is a plus
  • Proven customer service or administrative experience
  • History of successful communication through Email, SMS, & Webchat
  • Strong verbal & written communication skills with an emphasis on customer service
  • Proficient with Microsoft Office 360 Suite & CRM system (Salesforce)
  • Exceptional organization & time management skills
  • High school diploma required; associate or bachelor's degree preferred
  • TEKBERRY OFFERS A $100 payment FOR REFERRALS!

    Tekberry Inc., a Soal Technologies company, is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other protected categories under all applicable laws.

    Tekberry, Inc is a Certified Minority Business Enterprise (MBE) and Certified Disadvantaged Business Enterprise (DBE).

    By submitting your resume, you are explicitly consenting to receive communications from our organization via text message. Rest assured all our texts are sent by real people and we look forward to a conversation with you about this job! Check out all our jobs at https : / / tekberry.com / search-jobs /

    INDHP

    Salary : $26

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