My name is Alex Bowman, I am the Hiring Manager at Goldstone Financial Group.
At Goldstone Financial Group, we believe in helping our clients achieve their financial dreams. With over 20 years of experience in the industry, we have built a reputation for providing top-notch financial advice and solutions. Our dedicated team of professionals is committed to delivering exceptional service and guiding our clients towards a secure financial future.
Are you dependable, highly detail-orientated, have great interpersonal skills, and have a passion for client satisfaction? If you are looking for career satisfaction with a dynamic company, we have the opportunity for you to join our team as a Sales Assistant!
If you are ready to join a dynamic team and contribute to our mission of helping clients achieve their financial goals, please submit your resume.
We look forward to reviewing your application and potentially welcoming you to our team!
Type: Full-time or Part-time
Hourly rate: $24.42 per hour
Responsibilities:
- Assist financial advisors in daily administrative tasks
- Provide excellent customer service to clients through phone and email correspondence
- Schedule client appointments and manage calendars
- Maintain accurate client records and databases
- Answering customer inquiries and providing product information
- Processing sales transactions accurately and efficiently
- Collaborating with the sales team to meet and exceed sales targets
- Participating in sales training and development programs
Qualifications:
- High school diploma or equivalent
- Previous experience in a sales or administrative role is preferred, but not required
- Strong interpersonal and communication skills
- Proficiency in Microsoft Office Suite
- Attention to detail and organizational skills
- Ability to multitask and prioritize tasks effectively
- A positive and customer-focused attitude
Benefits
- Medical/Dental/Vision coverage
- 401(k) plan
- Tuition reimbursement program
- Paid Time Off and Holidays
- Disability Benefits (short term and long term)
- Life and Accidental Death Insurance
- Employee Assistance Programs (EAP)