• Serve as the first point of contact (Tier 1) for customers, responding to general inquiries related to fulfillment, system functionality, reporting, and related topics • Respond to customer inquiries via phone, voicemail, and electronic communications in a timely and professional manner • Identify, document, research, and resolve customer issues using the call tracking system • Escalate complex or unresolved issues to the appropriate internal teams for further investigation or resolution • Follow up on customer inquiries to ensure issues are fully resolved and customer expectations are met • Manage and monitor open cases to support timely resolution • Create and monitor reports as needed to support team operations and service quality • Identify trends in customer inquiries and proactively communicate insights to the manager • Recommend process and workflow improvements to enhance the customer experience • Create, review, and maintain documentation, reference materials, and Frequently Asked Questions (FAQs) • Assist with new hire training and onboarding (“nesting”) support as needed

• Resolve issues related to execution delays and account management. • Assist clients to understand the market trends, tools and resources available. • Proactively engage with clients to prevent churn, addressing their concerns, offering personalized solutions and providing ongoing support to ensure long-term retention. • Troubleshoot issues related to trading platforms such us login problems, platform navigation and other technical difficulties. • Attend live events and Expos. • Present the company’s value proposition to potential partners, negotiate terms, and close partnership deals. • Support existing clients over the phone, covering new leads, retention of existing clients, and prospecting new clients on SM platforms.

• Managing communication and follow-ups using guided systems • Coordinating scheduling and digital administration • Working within a structured operational framework • Participating in ongoing learning and development

Role Description Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career. In this role, you will assume a vital position in securing families’ financial well-being. - Conducting virtual consultations with clients. - Assessing clients’ needs and imparting knowledge on solutions. - Cultivating lasting client relationships through consistent, periodic check-ins. - Completing related administrative tasks (like note taking, appointment setting, etc.) as needed. Qualifications - Passionate - Competitive - Motivated - Dependable - Hardworking - Adaptable - Flexible - Trainable Requirements - No cold calling - Qualified lead program - Advancement based on performance - Weekly pay - Mentorship and complete training - Industry leading tools and technology access - Work from home (web conference-based presentations) Benefits - All interviews will be conducted via Zoom video conferencing