Client Advocate (Quality Control Specialist)
The Client Advocate position fosters client and prospect relationships through the collection of testimonials, feedback, referrals and reviews! This person will drive engagement, receive quality leads, and qualify opportunities. This is achieved through different funnels of interaction while maintaining a sharp in-person and phone presence. They will also have excellent listening skills and the ability to build a rapport with our prospects and clients.
***If you have extensive experience in the Financial industry, retirement investment experience and looking for a unique role within this industry then this role might be the perfect match for you!***
Please join us today by applying!
Offering all-in potential from $45,000 to $65,000 annually.
Objectives and Responsibilities
- Build relationships with prospects and clients
- Perform quality control surveys
- Collect client experience testimonials
- Gather referral opportunities to expand our reach in the community
- Coordinate and follow up on each client referral
- Receive incoming client service calls in a friendly manner
- Input and update notes into CRM and data trackers
- Maintain professional communication with clients and staff
- Assist with CRM updates of prospects information including entering notes, creating contacts, running reports, communicating via phone, text message, and email
- Assisting in the preparation of the marketing events including contacting and prequalifying all potential clients and attending the events
- Attend marketing/educational events
- Pursue ongoing education to enhance industry relevant knowledge
- Other duties as assigned, which may be subject to change based on the needs of the organization
Experience
- 1+ years of experience in a client facing role
- Experience in a lead generation role (preferred)
- Financial industry experience and knowledge (preferred)
- Excellent interpersonal skills with the ability to establish rapport and trust with clients
- Strong phone presence
- Bilingual in English and Spanish with strong verbal and written communication skills in both languages
- Must be a go-getter, team-player, and hungry for knowledge and growth!
- Tech-savvy with the ability and willingness to learn new systems, softwares and processes
Benefits
- Competitive salary
- Uncapped commission structure
- Team Bonuses, Referral Bonuses
- Completion Bonuses for industry relevant licenses/certifications
- Sponsored industry travel and in-person training
- PTO: 20+ days
- National Paid Holidays
- Birthday PTO
- 401K or Roth matching plan
- Health insurance reimbursement program
- Access to personal financial planning
- Growth and development!
About Guerra Wealth Advisors
Guerra Wealth Advisors is a leading Retirement Planning Firm with over 30+ years of experience, driven by a mission to help get our clients to the point where work becomes an option and not an obligation. We achieve this by maximizing returns, minimizing taxes, and protecting our client's legacy. Our vision is to become the most trusted and reputable firm in the country.
Guided by our core values, we believe in constant learning and self-improvement. Communication is also crucial as we value words spoken with respect, professionalism, and in alignment with the company’s goals. Our commitment to unity is reflected in our "All for one, one for all" core value, fostering a culture of mutual support and responsibility within a dedicated team. Here at Guerra Wealth Advisors, we value ownership, accountability, and unwavering integrity, always striving to do the right thing for our team, company, and clients.