At Success Alliance Leadership, we're on a mission to empower individuals with financial security through mortgage protection, wealth management, and business consulting. As a Client Engagement Specialist, you'll play a vital role in connecting with clients, guiding them on their financial journey, and ensuring they feel supported every step of the way. You'll leverage your communication skills to build meaningful relationships, while your problem-solving attitude will help address client needs efficiently.
You'll be part of a dynamic team that values innovation and employee growth, offering you opportunities for career advancement in the finance industry. Your work will contribute to a collaborative environment that cherishes diversity and inclusion, where everyone's voice is heard and respected. If you're ready to make an impact and grow with us, we can't wait to hear from you. Apply today to embark on a rewarding career path with Success Alliance Leadership.
Responsibilities
• Sales over phone calls or Zoom. Managing your own book of business • Meet clients over Zoom and phone calls with interested prospects • Training and developing new agents • Commission structure, Licensing applies to the role • You do not need a license if you want to work as a referral partner, but you make more money with a license
Qualifications
• Computer proficiency (intermediate), especially MS Office (Word, Excel, Powerpoint) is essential • Excellent time-management, organization skills, customer service, and communication skills, both written and verbal, are critical • High school diploma or equivalent is needed; some college is an asset • Previous experience (1-2 years) as an executive assistant, administrative assistant, personal assistant, or office assistant is required • Produce consistent, high-quality work with little to no supervision on a variety of projects
Description
At Success Alliance Leadership, we're on a mission to empower individuals with financial security through mortgage protection, wealth management, and business consulting. As a Client Engagement Specialist, you'll play a vital role in connecting with clients, guiding them on their financial journey, and ensuring they feel supported every step of the way. You'll leverage your communication skills to build meaningful relationships, while your problem-solving attitude will help address client needs efficiently.
You'll be part of a dynamic team that values innovation and employee growth, offering you opportunities for career advancement in the finance industry. Your work will contribute to a collaborative environment that cherishes diversity and inclusion, where everyone's voice is heard and respected. If you're ready to make an impact and grow with us, we can't wait to hear from you. Apply today to embark on a rewarding career path with Success Alliance Leadership.
Responsibilities
• Sales over phone calls or Zoom. Managing your own book of business • Meet clients over Zoom and phone calls with interested prospects • Training and developing new agents • Commission structure, Licensing applies to the role • You do not need a license if you want to work as a referral partner, but you make more money with a license
Qualifications
• Computer proficiency (intermediate), especially MS Office (Word, Excel, Powerpoint) is essential • Excellent time-management, organization skills, customer service, and communication skills, both written and verbal, are critical • High school diploma or equivalent is needed; some college is an asset • Previous experience (1-2 years) as an executive assistant, administrative assistant, personal assistant, or office assistant is required • Produce consistent, high-quality work with little to no supervision on a variety of projects
What You'll Do
Description At Success Alliance Leadership, we're on a mission to empower individuals with financial security through mortgage protection, wealth management, and business consulting.
As a Client Engagement Specialist, you'll play a vital role in connecting with clients, guiding them on their financial journey, and ensuring they feel supported every step of the way.
You'll leverage your communication skills to build meaningful relationships, while your problem-solving attitude will help address client needs efficiently.
You'll be part of a dynamic team that values innovation and employee growth, offering you opportunities for career advancement in the finance industry.
