Business Growth Specialist

About the position Responsibilities • Maintain a high level of awareness for business processes. • Provide expert guidance during initial consultations. • Assess client needs and recommend appropriate solutions. • Stay current with product knowledge and industry trends. • Build and maintain professional relationships. • Serve as a resource for complex inquiries. • Conduct professional phone consultations with clients and prospects. • Schedule and manage appointments efficiently using scheduling systems. • Develop and maintain strong relationships through effective communication. • Provide initial consultation and needs assessment during calls. • Follow established protocols for call quality and compliance. • Track all calls and interactions in applicable tracking systems. • Analyze call patterns and outcomes to improve efficiency. • Monitor and report on key performance metrics. • Identify trends and areas for improvement. • Maintain detailed records of all communication attempts. • Manage and prioritize daily call schedules. • Conduct timely follow-up communications. • Maintain organized client records and contact information. • Coordinate with team members on shared responsibilities. • Develop and maintain efficient workflow processes. • Prepare detailed call summaries and interaction reports. • Document all client interactions in CRM system. • Generate regular performance and activity reports. • Maintain accurate and compliant records. • Create and update standard operating procedures. • Perform other job related duties and special projects as needed. Requirements • Bachelor's degree or 4+ years related experience required • At least two years of experience with financial products (preferred), such as life insurance, disability insurance, annuities, mutual funds, or 401(k) plans. • Strong communication and listening skills. • Demonstrates ability to build solid, trusting relationships. • Must be able to balance working independently and partnering with differing stake holders. • Demonstrates expertise and professionalism in all interactions, both internal and external. Nice-to-haves • Salesforce experience is highly preferred. Benefits • Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. • Pension Eligible Apply tot his job Apply To this Job