Senior Account Executive
At the Oxford Club, financial independence is paramount and we strive to work closely in a consultative manner with our clients on a day to day basis. Daily requirements include the following: -Outbound dialing to strengthen the relationship with existing clients-Review financial goals ranging from short term to retirement planning -Upsell inbound calls from clients who are interested in shorter term purchases-Maintain healthy relationships with lifetime subscribers to ensure lasting, quality service -Consider different markets with clients to be able to assess their needs as specifically as possible (fixed income, securities, derivatives, etc.)The Oxford Club prides our self on being able to help clients with educational materials as well as actionable recommendations that then allows them to feel empowered and supported when trading. Some of the skills I use on the daily basis include:-Sales-Consulting-Problem Solving-Client Management & Retention