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Financial Sales And Customer Representative
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- Onboarding: Educate customers how our solution program works (via zoom meetings, phone conversations) and help make the enrollment.
- Support: Handle incoming requests efficiency and clarity.
- Engagement: Use data to track your numbers behavior and drive them for better results.
- Maintain ongoing contact with customers to drive engagement and work hard to meet better result weekly.
- Work with Product, our public relation team and other sales teams to understand key product benefits and functionality.
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