FinTech Sales Assistant
FinTech Sales Assistant
Posted on :
25-08-2025
Employer Active
1 Vacancy
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Job Description
This is a remote position.
Schedule: 20 Hours per week - Monday to Friday 4 hrs/day - flexible between 1pm to 6pm PST
Responsibilities:
- Respond promptly and professionally to emails from financial advisors maintaining the highest standards of communication.
- Prepare and design client presentation materials.
- Review transcripts to identify and extract key discussion points.
- Track and categorize the stages of potential sales deals.
Requirements
- Exceptional command of the English language with flawless grammar.
- Strong attention to detail ensuring accuracy with zero errors.
- Ability to follow instructions precisely and consistently.
- Highly organized and detail-oriented.
- Strong communication skills with the confidence to seek clarification immediately when needed.
- Proficiency in GSuite tools (Docs Slides Sheets Calendar etc.).
- Strong critical thinking and problem-solving abilities.
- Basic understanding of how loans work
Highly regarded experience and knowledge
- Experience and knowledge in data analysis
Independent Contractor Perks
- Permanent work from home
- Immediate hiring
ZR26667JOB
Employment Type
Full Time
Company Industry
Key Skills
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