RENEWAL ADVISOR
About The Position
The Renewal Advisor services Anderson Advisors’ existing client base by notifying clients of upcoming business-entity due dates, collecting outstanding invoices, and identifying opportunities to offer additional services. The role communicates with clients by telephone and email, sets expectations for entity filing fulfillment, and supports client satisfaction and retention. The advisor is expected to develop and maintain knowledge of company services, policies, procedures, and industry regulations. Performance is evaluated by the accuracy and timeliness of client notifications and collections, client satisfaction, achievement of monthly sales goals and company objectives, administrative efficiency, and teamwork. This is a full-time position located at the Rainbow Office in Las Vegas, Nevada, with an hourly salary range of $20.50–$22.50.
Requirements
- Bachelor’s degree in Business or a related field.
- Good computer skills, including familiarity with email and G Suite or MS Office.
- Inside sales experience emphasizing strong closing techniques and a customer-centered approach.
- Excellent phone skills and ability to spend the day on the phone without distractions.
- Proven ability to perform in a shifting, fast-paced environment.
- Excellent communication skills.
- Ability to work independently and take initiative.
- Fun, collaborative, and competitive personality.
Nice To Haves
- Collections experience.
- State filing experience.
Responsibilities
- Contact existing clients daily by phone to inform them of upcoming due dates for their business entities.
- Send follow-up emails and correspondence regarding due dates and outstanding invoices.
- Set expectations with clients about the fulfillment of entity filings.
- Identify client needs and recommend matching company services to generate additional revenue.
- Promote the benefits, coverage, and terms of services to existing clients.
- Reach and exceed monthly sales goals and company objectives.
- Collect outstanding invoices from clients.
- Follow up with clients for information or payments needed to fulfill services.
- Acquire and maintain knowledge of company services, policies, procedures, and industry regulations.
- Address client inquiries and concerns promptly and professionally.
- Collaborate with team members and support team efforts.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
