Customer Relations Associate - Part Time Remote

Daily Responsibilities

• Serve as a primary contact for clients and ensure their queries are resolved effectively.
• Engage with clients to provide timely and professional support.
• Educate clients on financial products and services, helping them make informed decisions.
• Identify opportunities for upselling and cross-selling to enhance customer satisfaction.
• Utilize CRM systems for effective customer relationship management and reporting.
• Maintain high standards of customer service without the need for cold calling or door knocking.

Key Performance Objectives (OKRs)

• Deliver a satisfaction rate of 90% in customer feedback surveys.
• Achieve a monthly customer retention rate of 95%.
• Identify and action two new sales opportunities per quarter to enhance service delivery.
• Ensure CRM data is 100% up-to-date to facilitate prompt communication and service delivery.

Key Performance Indicators (KPIs)

• Customer satisfaction score in monthly surveys.
• Customer retention rates and upsell percentages.
• CRM accuracy and data completeness.
• Response time for customer queries and issue resolution.

Requirements

• Must be 18 years or older and eligible to work in the U.S.
• Strong verbal and written communication skills.
• Familiarity with CRM systems like Salesforce.
• Experience in customer service, sales, or a related field is preferred.
• Life Producer license within two weeks of employment.

Why Join Us?

• Flexible scheduling and remote work setup.
• Opportunities for career development and growth.
• Competitive part-time compensation ($30,000 - $50,000), with advancement potential based on personal goals.