Enterprise Data Management

Product: Real Estate Secured Lending

National Financial Advisor Associate Program - accelerated 6-month rotational program.

- Managing day-to-day communication between internal team and client to ensure client’s needs are met- Ensuring service-level agreement is adhered to daily (i.e. time-frames, value-added services guidelines)- Communicating any call-outs via email, and escalated inquires via conference calls and on-site visits- Preparing reports for client and internal managers by means of excel pivot tables, and large sets of system generated data- Prioritizing tasks efficiently and making quick judgement calls while working within established deadlines to resolve client issues

- Generating and processing device and data plan sales through multiple wireless carrier portals following determining eligibility with credit checks and customer identification- Utilizing product knowledge to identify customer needs and presenting an ideal personalized solution(s)- Hitting monthly sales targets (individual & team) through exceptional interpersonal skills, as well as making use of sales tools forprospective opportunities (outbound calls, follow-ups)- Up-selling and creating high-value sales with product attachments (warranties & accessories)- Safeguarding confidential customer information and explaining contracts (bill procedures, additional charges etc.)