The Client Experience Specialist will create and maintain a social relationship with clients and prospects! This person will drive engagement, quality leads, and qualified 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.
Join and grow with a reputable family owned and run Financial Advisory Firm. This is an exciting opportunity for a creative, sales-minded, and strategy-driven individual, with a passion for building relationships and a genuine interest in communicating with clients daily.
Requirements and Skill Set:
Who is Guerra Financial Group?
Guerra Financial Group is a family owned and run financial advisory firm located in Miami, FL. With 30+ team members we manage over $800 million for over 2,500 clients across the country. As fiduciary advisors, we create customized financial strategies that transform family legacies through retirement planning, insurance and asset protection planning, personal finance coaching, estate planning, tax preparation and planning.
$45,000 - $55,000 per year