New Opportunity - Fiduciary Advisor - Orlando FL- 200k (base and bonus)
Minimum of 3-years of experience utilizing a CRM system; Salesforce preferred Proficient in Microsoft Office Strong interpersonal...
Minimum of 3-years of experience utilizing a CRM system; Salesforce preferred Proficient in Microsoft Office Strong interpersonal...
Company’s Sales System. Recommend solutions and link customer objections to a total value solution and competitive advantage...
. Maintain a high Customer Satisfaction Index (CSI). Develop and maintain an owner follow-up system to encourage repeat...
, accessories, etc., and how they benefit customers Maintain a prospect development system Maintain an owner follow-up system...
within our Customer Relationship Management (CRM) system. - Conduct thorough roof inspections to identify damage, assess the condition...
records of customer interactions and sales activities in our CRM system. Stay current on product knowledge, market trends...
with our proprietary Roadmap to Home Ownership, powered by advanced AI technology, to assist with your financial needs. Our AI system... Management System** Featured in Top Publications like Yahoo Finance and Scotsman Guide** Top 1% of Loan Originators Nationwide...
with your financial needs. Our AI system provides direction and clarity, while our licensed Mortgage Loan Originators guide clients...** Ongoing Personal and Group Training, Robust Learning Management System** Featured in Top Publications like Yahoo Finance...
with your financial needs. Our AI system provides direction and clarity, while our licensed Mortgage Loan Originators guide clients...** Ongoing Personal and Group Training, Robust Learning Management System** Featured in Top Publications like Yahoo Finance...
with your financial needs. Our AI system provides direction and clarity, while our licensed Mortgage Loan Originators guide clients...** Ongoing Personal and Group Training, Robust Learning Management System** Featured in Top Publications like Yahoo Finance...