Hoyl Financial LLC is growing and we are hiring a full time Customer Experience Coordinator to expand our team. Hoyl Financial specializes in helping clients with their retirement needs. We specialize in retirement analysis, indexed universal life products, life insurance and Annuities solutions for personal and business planning. Finance majors encouraged to apply.
To excel in this role, you should be able to prioritize and respond to requests in a timely and accurate manner, go the extra mile and have a positive upbeat demeanor.
Your responsibilities would include:
- Build strong relationships with new and existing clients
- Answer phones and schedule clients
- Work closely with team to prioritize clients needs
- Set up meeting space for client financial reviews
- Recognize new opportunities to improve client experience
- Develop a thorough understanding of all systems and resources to enhance the client experience
- Greet clients and help provide excellent client service
- Conduct transactions needed by clients
To be successful as the Client Experience Associate, you would need to:
- Possess strong interpersonal and customer service skills
- Have a strong background in customer service
- Have excellent problem-solving skills and attention to detail
- Be articulate and persuasive communicator (both written and oral)
- Motivated to continually learn and grow
- Capable of conducting oneself with a focus on service excellence, fair dealing, and client-first decision making with effective time management skills to manage daily workflow
- Be a self-starter with the ability to excel in a dynamic, fast-moving company environment
You should have the following Experience/Qualifications:
Must have Qualifications:
- Life Insurance and Annuity Experience
- Customer Service Background
- Proficiency in Microsoft Office Suite and Excel
Job Type: Full-time
Pay: $45,000.00 - $55,000.00 per year
Benefits:
- Flexible schedule
- On-the-job training
Experience level:
Shift:
Weekly day range:
Work setting:
Experience:
- Life Insurance and Annuity: 3 years (Preferred)
Work Location: In person