Client Experience Specialist
RemoteNo visa sponsorship
Core
Frontline sales professional connecting consumers with financial advisors via high-volume outbound calls and scheduling consultations. (via careerplan.io/jobs/8579105002-client-experience-specialist-at-smartasset)
Role type
Client Experience Specialist (Sales/Concierge)
Builds
Consumer-to-advisor connections and scheduled financial consultations
Domain
Financial Services / Consumer Finance
Deliverable
client delivery
Required skills
high-volume outbound calling, quota attainment, conversion metrics, CRM logging, customer service, time management
Preferred skills
adaptability, detail-oriented, organized
Responsibilities
Perform 200+ outbound calls daily, schedule advisor consultations, log user interactions in CRM, escalate recurring pain points, contribute process improvements
Seniority
Entry-level to Mid-level, hands-on IC