Financial Specialist jobs in San Jose, CA

Our new Account Specialist will enhance our client experience by going arm-in-arm with our clients and operations teams to create and implement emotionally engaging sales and customer service through EXCELLENT organization and reliability!

You are the SUPERSTAR we are looking for if…

• You are HUNGRY & EAGER to learn, grow & become #BetterEveryDay
• You are dedicated and dependable
• You are flexible and resilient when faced with rapid-fire demands on your attention.
• You are often described as caring and a great listener by your friends and family.
• You aren’t afraid to voice your own opinions to make something better.
• You find it easy to empathize with others.
• You enjoy helping people and meeting their needs in a consistent manner.
• You are proactive, forward-thinking, and “think on your feet.”
• You have high standards for your work.
• You are a highly motivated self-starter and a quick learner.
• You have a “figure it out” attitude about any new project or task you haven’t done before.
• You can work independently or as a team to attain our team goal of providing excellent client service to each client and prospective client!

What you will do:

• Provide a WOW experience to our customers through personal and engaging email, online meetings and phone calls.
• Initiate and process all new business applications for various insurance products, as well as assets under management.
• There will be PLENTY of opportunities to learn and grow.
• No day will be the same… You certainly won’t be bored!

You should possess the following skills:

• Financial Industry experience (required).
• 2 years working alongside a Financial Advisor in a fast-paced office environment.
• Securities and Insurance License preferred (or willing to obtain within 90 days.)
• Prior customer service experience.
• Strong organizational and time management skills.
• Attention to detail and accuracy.
• Consistent follow-through abilities.
• Excellent communication skills, both written and verbal.
• Experience with MS Office Suite and ability to learn new software quickly.
• Must be able to work 8-5pm PST.

If this is you then go here to submit an inquiry for this position: jennine@wealthcreator.com