Financial Agent

$61,678 - $73,820/Yr

Gallardo Enterprises of America - Houston, TX

Part-time,Full-time - Entry Level

Remote - Houston, TX

About the position

We are seeking a dedicated and detail-oriented Finance Agent to join our dynamic team. The ideal candidate will play a crucial role in providing exceptional customer service while assisting clients with their financial needs. This position requires strong analytical skills and the ability to communicate effectively with diverse clientele. If you are passionate about finance and have a knack for sales, we want to hear from you.

Responsibilities

• Analyze financial data and provide insights to clients regarding their options and benefits.
• Deliver outstanding customer service by addressing inquiries and resolving issues promptly.
• Engage in sales activities, including telemarketing and outside sales, to promote financial products.
• Assist with sales administration tasks to ensure smooth operations within the finance department.
• Maintain compliance with HIPAA regulations while handling sensitive client information.
• Provide support in benefits administration, ensuring clients understand their options.

Requirements

• Previous experience in customer service or retail sales is preferred.
• Familiarity with telemarketing practices and outside sales techniques is a plus.
• Multilingual abilities are highly desirable, as they enhance communication with a broader client base.
• Strong analytical skills to assess client needs and recommend appropriate financial solutions.
• Experience in sales administration or benefits administration will be an advantage.

Benefits

• Flexible schedule
• Work from home
• Bonus opportunities
• Commission pay