
Finance Liaison Specialist
3 days ago
About This Role:
You will work as a liaison between clients and our team of finance experts. In this capacity, you will utilize various communication methods to convert leads into valuable appointments.
Requirements:
- We are looking for confident, driven individuals with excellent communication skills.
- A strong ability to engage clients via phone and in person is essential.
- The role requires high-level presentation skills, both written and oral.
- Strong organizational skills, including the use of databases, are necessary for success.
- Ability to build long-term client relationships and provide exceptional customer service.
- Desire to learn and grow within the finance industry.
- Commitment to supporting clients throughout their financial journey.
Benefits Package:
- This position offers an annual salary plus uncapped bonuses.
- On-the-job training with senior mentors provides valuable career development opportunities.
- Potential for advancement and becoming a finance expert through education and experience.
This is an exciting opportunity for motivated professionals who want real growth and unlimited earning potential.
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