We provide consulting services to micro and small businesses. We are seeking someone to specifically assist in the financial services sector.
***HERE'S OUR PROCESS***
We initially provide a free consultation. During this phase, we establish the goals of the prospect, and gather all relevant information needed to create a customized plan of action. Part of the information gathered also includes the prospect's personal credit reports.
Once all information is gathered, it is then assessed and compiled in the form of a plan of action. We then submit the suggested strategy to the prospect, in the form of a proposal.
Once the prospect accepts the proposal, we then submit an agreement, outlining all costs and expectations from both parties. (No Upfront Monies-EVER)
Once the prospect executes the agreement, we then begin gathering all necessary information and documents (Identity and Income Documents, etc.) to begin processing their file.
Once all information & documents have been obtained, their file goes into processing. They are able to monitor the status of their file, in real time, via an online account.
Once all services have been completed and we've successfully procured all requested funding, we then submit an invoice for payment of services.
***END OF PROCESS***
This position requires that you be a part of some, OR ALL, phases of the above listed process.
This includes when a prospect inquires on our services, you will be responsible for contacting them via phone, chat support, SMS, or email, and gathering the required information, for the purpose of issuing them a plan of action, in the form of a proposal.
Also, the management of the intake process, and ongoing client support, while in processing.
Insuring that all invoices are submitted, or following up on any outstanding invoices.
Providing Partner Support, for any Brokers, Affiliates, etc., for client, or payment matters.
Prior experience in the financial services industry is very helpful, but not required.
Other skills preferred, but not required includes:
Email Marketing-managing the database of clients and prospects, updating them on the newest products available, and providing them with valuable educational information.
Social Media Postings-This will include providing daily postings of valuable information, for the purpose of educating our subscribers and followers, to the various social media platforms. Video Content is a PLUS!
Good Internet Connection
Good communication (Verbal & Written)
Self Motivation/Self Starter
Ability to follow a process, as well as make discretionary decisions
Strong analytical skills
Strong Customer Service Skills
Hours of Operation: 9 am - 8 pm Eastern Time, Monday-Saturday.
You will be able to establish a work schedule, up to 40 hours, within this range.
Please respond immediately if available and interested.
Thanks so much in advance!
16 freelancers are bidding on average $6/hour for this job
I am Mizanur Rahman. I am well enough for English Language. I can easily communicate with English and express myself properly. So I am totally fit for this job.
I am a motivated finance professional looking for experience in foreign markets. Please consider my proposal Relevant Skills and Experience Accounting & finance