home. When homeowners buy or refinance, they receive a letter about mortgage protection options. Once they request more information and complete a brief recorded survey, our team is notified that they want to speak with an advisor.
As a Virtual Sales...
apartmentIntegral Ad ScienceplaceSondriolanguagebakeca.itevent_available
resolution and escalations in a timely manner - Prepare regular reporting and data analysis of client activity - Develop trusted advisor relationships with key client stakeholders and ensure the timely and successful delivery of IAS solutions according to...
qualified leads by phone or Zoom
Help clients choose coverage that fits their needs and budget
Follow our proven virtual sales process — no guesswork
Participate in daily Zoom trainings (11 AM–12 PM EST)
Track and reach personal income goals
Stay...
company values integrity' curiosity' and ambition' providing real opportunities to advance into roles such as investment advisor' compliance officer' account manager' or operations specialist. In return' you'll receive a full-time position at a global...
Switzerland Contract
• Permanent - full-time (EUR 36 h/week) What your impact will be: In this role' you won't just monitor the numbers
• you'll own the story behind them and become a trusted advisor.
You will:
• Support the manager in developing analyses to...
Lavoro Personal Advisor a Sondrio – Offerte simili: