Must Have:
Experience in the banking/financial industry
Experience working in a call center
Experience in telephone sales
Required Qualifications:
- Displays passion commitment and drive to deliver an experience that improves our clients financial lives
- Commitment to teamwork and the flexibility to work the schedule including weekends and holidays
- Ability to engage with clients and seek to understand their needs while actively sharing options using plain language building rapport and handling objections
- Comfortable receiving ongoing performance feedback and coaching
- Comfortable with ongoing change and learning new technology/processes
- Minimum of an intermediate level of proficiency with computers
- Self-motivated with excellent organizational skills
- Strong decision-making and problem-solving skills