Legacy Financial Group Us - El Paso, TX

posted 2 months ago

Full-time - Entry Level
El Paso, TX
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Customer Service Representative (CSR) position in El Paso, TX, is designed for a highly motivated individual who will maintain solid customer relationships by addressing inquiries and concerns with professionalism. This role offers an outstanding opportunity for career growth and involves daily interactions with customers and team members while conducting service and marketing activities.

Responsibilities

  • Foster and maintain excellent relationships with current business partners.
  • Build relationships with prospects through regular follow-up and accurate answers.
  • Anticipate, respond to, and follow up on all existing client needs.
  • Actively partner, network, and plan for new clients and business opportunities.
  • Identify, qualify, and develop business opportunities with new and existing clients.
  • Monitor, review, and report on key metrics to ensure targets are achieved.
  • Collaborate with team members, mentor staff, and participate in meetings as needed.
  • Support and prepare clients for ongoing changes and maintain strong client relationships.
  • Participate in ongoing education regarding industry information and new products.
  • Resolve product or service issues by clarifying customer concerns and providing solutions.
  • Maintain records of customer interactions and transactions.

Requirements

  • Possess a sense of urgency, attention to detail, and multi-tasking skills.
  • Outstanding organizational skills and ability to complete assignments without supervision.
  • Strong decision-making and superior written and verbal communication skills.
  • Excellent time management skills and personal accountability mindset.
  • Technology and computer proficiency.
  • Knowledge of Sales & Marketing.
  • Experience with customer relations.
  • Must be coachable and trainable.
  • People-oriented and customer-focused.
  • Professionally assertive in developing client relations.
  • Experience in sales is helpful.

Nice-to-haves

  • Experience in sales is helpful.

Benefits

  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Profit sharing
  • Training & development
  • Competitive Pay
  • Professional Development
  • Job Stability in a growing industry
  • Bonus Pay
  • Additional Commission Pay
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