Note: The job is a remote job and is open to candidates in USA. ForFutures Financial, Planning is a financial advisory practice of Ameriprise Financial Services LLC. The Inside Sales Representative's primary function is to answer inbound calls from existing and potential customers, providing accurate information and selling services while documenting interactions.
Responsibilities
- Answer calls from inquiring homeowners, existing customers, agents, brokers and title/escrow customers
- Troubleshoot inbound calls from existing customers (as indicated above) and redirect calls to proper departments as required
- Process Real Estate Applications/contracts
- Process various contractual changes, such as renewals, new contracts, option ads, drops contract exclusions, cancellations and credit card updates
- Process auto-renewal preventions
- Process and send Real Estate invoices as required
- Process seller’s coverage cancelation/Overcome cancelation requests
- Verify and update all homeowner contact information and ensure detailed documentation of customer or contact interaction
- Consistently perform compliant wrap-ups
- Maintain consistent knowledge of company (FA and Alliance) products, version updates, pricing, promotions and broker agreements
- Keep abreast of industry, contract coverage and limits, process and procedures
Skills
- High School Diploma or equivalent
- 1-3 years inbound call center sales experience
- Consistently meeting department minimum expectations
- Fundamental understanding and some practical experience of all of the facets of the Home warranty sales functions
- Excellent customer service skills
- Excellent oral, written communication and listening skills
- Ability to clearly and effectively communicate to both external and internal customers
- Excellent organizational skills (Multi-tasking, prioritizing and follow up)
- Demonstration of teamwork skills and initiative required
- Ability to work under pressure and remain flexible to changing schedules and demands
- Ability to apply common sense, understanding and problem solving
- Type minimum of 45 words per minute
- Working knowledge of Windows and Microsoft Office
- Basic math skills required
- Knowledge of the real estate or mortgage industry helpful
Benefits
- Medical
- Dental
- Vision
- 401k
- PTO/paid sick leave
- Employee stock purchase plan
Company Overview
ForFutures Financial Planning,A financial advisory practice of Ameriprise Financial Services, LLC, is a true Financial Planning establishment focused on the education of its clients striving to create and preserve their wealth. It was founded in 1992, and is headquartered in Marlton, NJ, US, with a workforce of 2-10 employees. Its website is http://www.fafltd.com.
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