Sales Associate And Customer Service Jobs in Norwich, CT

Since 1946, Faxon Engineering has been a leading distributor of hose, fittings, and hydraulic, pneumatic, and lubrication components. As an Eaton Top 24 Premier Distributor and ISO 9001+AS9120 certified company, Faxon is committed to quality and customer satisfaction. With locations in Bloomfield and Milford, CT, Faxon serves the aerospace, industrial, marine, high performance, utility, and pharmaceutical markets. Role Description This is a full-time on-site Salesperson role located in Hartford County, CT at Faxon Engineering. The Salesperson will be responsible for day-to-day sales activities, maintaining customer relationships, identifying new business opportunities, and achieving sales targets. Qualifications Excellent communication and interpersonal skills Strong negotiation and sales skills Customer service orientation Experience in sales or a related field Ability to work independently and as part of a team Knowledge of hydraulic, pneumatic, or lubrication components is a plus Bachelor's degree in Business Administration or related field

Are you ready to ignite your career in sales with passion and professionalism? We are on the hunt for a dynamic and motivated Outside Sales Representative to join our vibrant team and propel the growth of our life insurance products. As a key player in our sales force, you will forge strong client relationships, uncover customer needs, and offer tailored life insurance solutions. This thrilling role lets you work independently, meet potential clients in various settings, and hit your sales targets in a rewarding and supportive environment. Key Responsibilities: Prospecting and Lead Generation: Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and less on lead hunting. Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions. Sales Presentation: Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Tailor presentations to address specific client concerns and preferences. Relationship Management: Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention. Market Research: Stay abreast of industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information. Sales Reporting: Keep precise and up-to-date records of sales activities, client interactions, and progress toward sales targets. Prepare regular reports for management review. Compliance: Ensure all sales activities adhere to regulatory requirements and company policies, maintain confidentiality of client information, and uphold ethical standards. Qualifications: Proven experience in sales, preferably within the insurance or financial services industry. Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients. Outstanding presentation and negotiation skills. Self-motivated with a results-driven mindset and the ability to work independently. Willingness to travel within the assigned territory and manage a flexible schedule. Valid driver's license and reliable transportation. High school diploma or equivalent; a bachelor's degree in business, finance, or a related field is a plus. You must have a life insurance license or be able to obtain one (we will assist you in acquiring your license if you are not currently licensed). Benefits: Competitive compensation with the most attractive commission and bonus structure in the industry. Comprehensive training and continuous professional development. A supportive team environment with access to seasoned mentors. Opportunities for career advancement within the company. Compensation: The range is based on the average rep in current markets Bonuses are performance-based and paid every month on the 15th Residuals are paid on the anniversary date of the client's sale.

Bilingual in English/Spanish 3 days a week onsite 2 days from home Farmington, CT $20/hour Benefits and paid time off - direct hire We are seeking a dedicated and enthusiastic Customer Service Representative to join our team. The ideal candidate will be responsible for providing exceptional service to our customers through various channels, including phone, email, and chat. This role requires strong communication skills and the ability to handle inquiries efficiently while maintaining a positive attitude. The Customer Service Representative will play a crucial role in enhancing customer satisfaction and loyalty. Responsibilities Respond promptly to customer inquiries via phone, email, and chat. Provide accurate information regarding products and services. Handle outbound calling for follow-ups and customer feedback. Perform data entry tasks to maintain customer records in our computerized system. Process cash handling transactions accurately when necessary. Collaborate with sales teams to ensure seamless service delivery. Maintain professionalism and phone etiquette during all interactions. Assist multilingual customers effectively, ensuring clear communication. Resolve customer complaints in a timely manner while ensuring customer satisfaction. Requirements Previous experience in a call center or customer service environment is preferred. Strong computer skills with proficiency in data entry and use of CRM systems. Excellent verbal communication skills in English; bilingual or multilingual abilities are a plus. Ability to work collaboratively within a team setting while also being self-motivated. Familiarity with cash handling procedures is an advantage. Demonstrated ability to maintain composure under pressure and handle difficult situations with professionalism. Strong attention to detail and organizational skills.

As an Outdoor Living furniture & product expert, this position requires knowledge of all featured furniture, pottery, and accessory vendors in the showroom. The position will provide quotes and presentations to clients interested in purchasing products from our showroom floor or special ordering from vendors. Responsibilities Provide the highest level of customer service to all clients in person, via phone and email. Perform all sales functions in Point of Sale. Prepare presentations for clients including product visuals, proper client pricing, shipping/freight charges and lead time. Provide home consult visits for clients when needed, to take photos of property and meet one on one to assess their wants and needs for their project. Familiarize yourself with all products available through our vendors including custom options. Be a furniture expert. Always know where to find answers. Catalogues, websites, colleagues or management. Use a tracking sheet to stay updated on your client orders. Stay in regular contact with clients alerting them of changes in lead time, delays, or issues with their order. Work with your manager to resolve and diffuse any issues in order to keep clients happy. Work with Support/Delivery team to schedule client deliveries. Promote all services provided by The Laurel Group divisions (Design Build, Maintenance, Sports Courts etc). Execute proper opening and closing procedures for the showroom. Assist with outdoor sign changes. Weekends during peak season Be aware of items missing tags and report to management and assist with tagging. Maintain general showroom housekeeping. Replenishing gift bags, tissue paper, Dusting, sweeping and assisting with merchandising when required. Participate in year-end Inventory. Assist with all product deliveries when needed including inspecting, tagging, counting, and reporting damage back to management and packing out goods. A working knowledge of indoor and outdoor plants on the property. Properly connect any plant clients with the appropriate plant experts when questions exceed your knowledge. Qualifications 2-4 years' experience with retail sales Design experience. Formal training not required. Conversant in PC skills, particularly Excel and Word. Photoshop or Illustrator and working knowledge of AutoCad a plus. Good communication skills. Self-motivated and can prove has worked as part of a dynamic team. Strong attention to detail and sound analytical skills an absolute must. Benefits 401(k) 401(k) matching Dental insurance Vision insurance Health insurance Mileage reimbursement Paid time off Tuition reimbursement

MedXwaste.com, based in West Haven, CT, specializes in healthcare waste management, compliance services, paper shredding, hard drive destruction, and product destruction. With a focus on environmental responsibility and safety, we provide a comprehensive range of waste management solutions. Role Description We are seeking a detail-oriented Bookkeeper/Customer Service Representative to join our team. This dual role will involve managing financial records and providing exceptional customer service to our clients. The ideal candidate will be organized, proactive, and possess strong communication skills. Key Responsibilities: Bookkeeping: Maintain accurate financial records, including accounts payable and receivable. Prepare and process invoices, receipts, and payments. Assist with reconciliation Assist with budget preparation and financial forecasting. Customer Service: Serve as the first point of contact for customer inquiries via phone & email Provide information about services, resolving issues in a timely manner. Work with dispatcher to create customer schedules Maintain customer records and update information in our software Collaborate with other departments to address customer needs and concerns. Follow up with customers to ensure satisfaction and retention. Qualifications: Proven experience in bookkeeping or accounting, preferably in a similar role. Strong customer service skills with a friendly and professional demeanor. Excellent organizational skills and attention to detail. Ability to multitask and prioritize in a fast-paced environment. High school diploma required; associate degree in accounting or related field preferred.

Customer Service Representative - Contract - Warwick, RI - $20/hr. The final salary or hourly wage, as applicable, paid to each candidate/applicant for this position is ultimately dependent on a variety of factors, including, but not limited to, the candidate's/applicant's qualifications, skills, and level of experience as well as the geographical location of the position. Applicants must be legally authorized to work in the United States. Sponsorship not available. Our client is seeking a Customer Service Representative in Warwick, RI. Responsibilities Communicate with customers via telephone using strong communication skills. Active listening, and empathy. Drive solutions that best meet the customer's needs. Analyze and resolve complex customer issues such as requests regarding various product aspects, policy provisions, claim status, basic procedures, etc. Ensure each customer experience is exceptional by leveraging effective listening skills, attention to detail, strong intellectual curiosity, and an honest desire to make a difference. Efficiently process transactions and refer requests for other policy modifications to appropriate areas. Track responses to ensure completion. Support special product and/or service campaigns as needed, or as requested by the customer. Efficiently access and navigate multiple electronic systems to provide a complete and integrated response to the customer's inquiry. Perform these responsibilities in a consistent, professional manner while exercising strong verbal, interpersonal and high-quality service skills. Skills & Requirements Willing to go onsite for training Able to commute to the Warwick, RI office after training for monthly events, meetings, and trainings 2+ years of experience in Customer Service. Prior Call Center experience is highly preferred. High School diploma, GED, some college experience, trade, or professional certification. A demonstrated ability to quickly learn and continuously develop functional knowledge and an understanding of company products as well as administrative, claims, underwriting and marketing functions. A passion for serving customers and a personal commitment to following through in a dynamic, fast-paced environment. Benefits/Other Compensation This position is a contract/temporary role where Hays offers you the opportunity to enroll in full medical benefits, dental benefits, vision benefits, 401K and Life Insurance ($20,000 benefit). Why Hays? You will be working with a professional recruiter who has intimate knowledge of the industry and market trends. Your Hays recruiter will lead you through a thorough screening process in order to understand your skills, experience, needs, and drivers. You will also get support on resume writing, interview tips, and career planning, so when there's a position you really want, you're fully prepared to get it. Nervous about an upcoming interview? Unsure how to write a new resume? Visit the Hays Career Advice section to learn top tips to help you stand out from the crowd when job hunting. Hays is committed to building a thriving culture of diversity that embraces people with different backgrounds, perspectives, and experiences. We believe that the more inclusive we are, the better we serve our candidates, clients, and employees. We are an equal employment opportunity employer, and we comply with all applicable laws prohibiting discrimination based on race, color, creed, sex (including pregnancy, sexual orientation, or gender identity), age, national origin or ancestry, physical or mental disability, veteran status, marital status, genetic information, HIV-positive status, as well as any other characteristic protected by federal, state, or local law. One of Hays' guiding principles is ‘do the right thing'. We also believe that actions speak louder than words. In that regard, we train our staff on ensuring inclusivity throughout the entire recruitment process and counsel our clients on these principles. If you have any questions about Hays or any of our processes, please contact us. In accordance with applicable federal, state, and local law protecting qualified individuals with known disabilities, Hays will attempt to reasonably accommodate those individuals unless doing so would create an undue hardship on the company. Any qualified applicant or consultant with a disability who requires an accommodation in order to perform the essential functions of the job should call or text ************. Drug testing may be required; please contact a recruiter for more information.

Position Overview: Are you ready to ignite your career in sales with passion and professionalism? We are on the hunt for a dynamic and motivated Outside Sales Representative to join our vibrant team and propel the growth of our life insurance products. As a key player in our sales force, you will forge strong client relationships, uncover customer needs, and offer tailored life insurance solutions. This thrilling role lets you work independently, meet potential clients in various settings, and hit your sales targets in a rewarding and supportive environment. Key Responsibilities: Prospecting and Lead Generation: Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and less on lead hunting. Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions. Sales Presentation: Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Tailor presentations to address specific client concerns and preferences. Relationship Management: Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention. Market Research: Stay abreast of industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information. Sales Reporting: Keep precise and up-to-date records of sales activities, client interactions, and progress toward sales targets. Prepare regular reports for management review. Compliance: Ensure all sales activities adhere to regulatory requirements and company policies, maintaining confidentiality of client information and upholding ethical standards. Qualifications: Proven experience in sales, preferably within the insurance or financial services industry. Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients. Outstanding presentation and negotiation skills. Self-motivated with a results-driven mindset and the ability to work independently. Willingness to travel within the assigned territory and manage a flexible schedule. Valid driver's license and reliable transportation. High school diploma or equivalent; a bachelor's degree in business, finance, or a related field is a plus. Life insurance license or the ability to obtain one (we will assist you in acquiring your license if you are not currently licensed). Benefits: Competitive compensation with the most attractive commission and bonus structure in the industry. Comprehensive training and continuous professional development. A supportive team environment with access to seasoned mentors. Opportunities for career advancement within the company. Compensation: Range is based on the average rep in current markets. Bonuses are performance-based and paid every month on the 15th. Residuals are paid on the anniversary date of the client's sale.

Sales Associate (Seasonal) Montauk, NY Venroy makes clothes to elevate everyday life through light-hearted escapism. While styles vary by season, all collections are guided by the ineffable sense of freedom that comes with travel. Venroy was founded by Sean Venturi on Bondi Beach in 2010. Beginning with European-length Swim Shorts, which quickly garnered a global following, Venroy has since evolved into a complete lifestyle offering for men and women. As an Australian-owned, direct-to-consumer retailer, Venroy has stores across Australia, Italy, and the US. Our complete offering is also available at venroy.com. Role Purpose As a Sales Associate at Venroy Montauk, you'll support store operations, provide exceptional service, and contribute to creating a welcoming in-store experience throughout the season. Your focus will be on assisting with sales, building client relationships, and delivering a seamless shopping experience. Your dedication will help establish Venroy Montauk as a must-visit destination, leaving a positive, lasting impression on both local and seasonal clients. Key Qualities Experience in retail roles, with a proven ability to build rapport with clients, enhance the in-store experience and brand awareness. Appreciation for the Venroy brand, product, and retail experience. Remain friendly, approachable, and respectful to clients and fellow team members. Willingness to take initiative in a fast-paced environment. Sense of motivation, organisation and timeliness. Flexible work schedule, including weekends and summer holidays. Key Responsibilities Maintain a high level of brand experience. Maintain a high level of product knowledge. Maintain a high understanding of the store and procedural operations. Provide exceptional customer service and build rapport with regular and local clients. Drive sales, carry out POS transactions and process payments. Assist with inventory and store upkeep tasks on an ongoing basis. Benefits Uniform provided Sales incentives Generous employee discount Our workplace is open, inclusive, friendly, and professional. We cultivate an environment that fosters kindness, compassion, and respect. We want all our team members to feel valued, enjoy coming to work, and find professional and personal fulfilment in their roles. Apply via ******************.au Only shortlisted candidates will be contacted.

Our client, an auto and home insurance company, is looking to hire a Call Center Specialist on a contract basis. The ideal candidate will thrive in providing outstanding customer service and ensuring a positive experience for every client. Training is provided as well as growth opportunities to support your development. No prior insurance experience is required. Hybrid schedule, 4 days onsite. Pay: $19/hr Responsibilities: • Listen attentively to customers and engage with them in a positive, empathetic manner, ensuring a clear understanding of their needs. • Maintain professionalism and courtesy in all interactions with customers and third parties. • Transfer calls and connect callers to the correct department or person. • Perform additional duties as required. Qualifications: • Bachelor's degree preferred, not required • Strong computer skills and technical proficiency. • High energy and self-motivation to take initiative and follow through. • Ability to collaborate effectively in a team setting. • Outstanding written and verbal communication skills. • Proven ability to manage stressful situations with patience and professionalism. • Capable of handling a high call volume while meeting time standards and maintaining a professional attitude. • Dedicated to ongoing improvement and learning in customer service techniques. Our Commitment to Diversity, Equity & Inclusion The Hollister Group is an equal opportunity employer. We welcome and encourage applications from people who are under-represented in their respective occupation or position.

HYBRID schedule- New Haven County / Central CT Join a top-rated, member-owned property & casualty insurance provider known for its collaborative culture and commitment to employees and customers. About the Role: We're seeking a temporary Commercial Lines Customer Service Representative to support their account services team from March through early Fall (end date TBD). Must have a producer's license and experience in commercial P&C insurance operations. What You Bring: 3+ years experience working in commercial lines (P&C focus) Experience with Auto coverage & habitational personal lines (preferred) Strong Risk Management knowledge, contracts, and credit reports Self-motivated with strong judgment & problem-solving skills CT Producer's license Agent's license Ability to start immediately What They Offer: Competitive pay Collaborative, team-oriented environment Now interviewing-click 'APPLY NOW'!

The role will be based out of Hartford CT and follow the current hybrid schedule of 3 days in the office (Wednesday being one of them) and 2 days from home. Manage and process daily intake of underwriting activity. Support Financial Professionals submission of underwriting documentation via worklfow, emails and phone interviews with goal to deliver exceptional customer experience. Responsible for tracking and capturing daily work product with Service Levels. Skills: Able to work in a fast-paced environment Experience utilizing multiple computer administrative systems and Microsoft Excel. Education: Undergraduate degree preferred or equivalent work experience. Required Skills: Operations Microsoft Excel Documentation Minimum Degree Required: Associate's Degree (Community College, MBO)

Our client operates regionally throughout the Northeast and Mid-Atlantic as a provider of a wide range of home services including HVAC, plumbing, and electrical services. A focus on people, technology, and operations has helped our client be recognized as one of the fastest growing HVAC, Plumbing, and Electrical Services providers in both the residential and commercial segments. We understand that a home is the client's biggest investment and that they want to keep it in top condition. To achieve this, our client is committed to living out their values of providing quality service each day to best serve homeowners. They strive to maintain their commitment of excellence in service through high-quality partnerships with other like-minded organizations with a people-first vision. Position Overview They are seeking a motivated and multi-talented individual with strong client service technical skills to join their Command Center. You will be responsible for providing contact center support for new and existing customers. This is a critical role that supports and interacts directly with their clients/customers. Shift: 2:30pm-11pm with shift differential Essential Job Functions Be a product and process expert, guiding your team with deep knowledge of tools, services and customer needs to ensure they are equipped for success. Lead and coach a team of customer support agents to achieve and maintain top-tier performance in quality, productivity, and attendance metrics. Provide regular, constructive feedback based on quality assurance (QA) scores, customer survey responses, and queue observations. Handle customer escalations with poise and professionalism, stepping in to resolve complex or high priority issues as needed. Oversee daily operations and manage team performance to ensure members meet performance standards while maintaining focus on delivering a best-in-class customer experience and achieving key performance targets. Act as a point of contact for escalated customer issues, facilitating timely and effective resolutions Assist staff with customer concerns and technology issues. Ensure team members adhere to schedules, breaks, and performance standards to maintain productivity. Monitor call quality and metrics, providing feedback and developing action plans. Monitor and manage real-time queues, ensuring staff availability to meet service level targets. Participate in quality assurance; assure 100% client satisfaction Generate reports on team performance, call volumes, and customer satisfaction. Drive performance improvement initiatives by setting SMART goals for your team, ensuring clear paths for growth and success. Maintain accurate coaching logs and feedback records for each agent. Receive, manage, and own escalations from Client Support Staff and other company employees Foster a positive team environment by recognizing achievements, encouraging collaboration, and addressing team concerns. Work closely with management to implement strategies that enhance team performance and meet organizational goals. Identify opportunities for process enhancements and actively participate in initiatives aimed at improving efficiency and customer satisfaction. Report system, customer or operational issues impacting service quality. Perform other administrative duties and special projects as assigned by the Supervisor. Required Skills and Experience Minimum 3 years in contact/call center environment preferred Prior Lead experience a plus but not required Experience and proficiency in all Company support applications and tools Experience with Microsoft Windows operating systems Excellent communications skills verbal and written (Must be fluent in English) Strong organizational, project management and multitasking skills The ability to work independently and likewise as a team player Comfortable troubleshooting over the phone, at times using remote desktop sharing utilities Ability to multitask and effectively handle shifting priorities professionally Teamwork approach, enthusiasm and a strong desire to succeed! HR Pals acknowledges that equal opportunity for all persons is a fundamental human value. Each employee and applicant will be considered on the basis of individual ability and merit, without regard to race, color, religion, age, sex, sexual orientation, gender identity, gender expression, pregnancy, national origin, marital status, physical disability, mental disability, medical condition, genetic information, protected military or veteran status, or any other characteristics. For more job opportunities, follow us at HR Pals & Recruiting Pals: My Company | LinkedIn.

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Westerly. To view other open roles, visit jobs.lead-advisor.com Client Service Associate Job Responsibilities: As our Client Service Associate, you will be working with our investment advisory team in providing exceptional service. Responsibilities include: Maintaining client relationships, processing client requests & resolving client inquires Prepare and submit required forms to our custodian, including obtaining client signatures Prepare Advisors for client meetings including preparing client investment summary, scheduling and confirming client meetings Perform general administrative functions including answering client calls, preparing client correspondence and filing Potential to execute trading investments including rebalancing Potential to review and resolve drift and non-sufficient funds reports Required Qualifications: 2-5 years comparable financial services industry experience Series 7 and 66 not required but preferred Consistently produce accurate and high-quality deliverables Organized, resourceful and detail oriented Self-motivated and able to manage multiple priorities effectively Able to communicate effectively with clients and all levels of the organization Strong computer & software skills: proficient in Microsoft Outlook, Word, Excel and Adobe Acrobat This is a full time position. Competitive benefits package is available. Compensation is dependent on experience. Future advancement potential when proficient in current job responsibilities. Location: Westerly, RI Salary: Depends on experience: $60,000- $75,000.

Aesthetic Practice Care Coordinator (Customer Service Specialist) BRIDGEHAMPTON NY *SEASONAL* MUST HAVE ABILITY TO WORK NIGHT & WEEKENDS We are looking for individuals who are passionate about delivering a top-level client experience. JECT is looking for an Aesthetic Practice Coordinator who will set the tone for clients walking into our stores. You will be responsible for a seamless in-store experience from the moment they walk through our door until they are booking their follow-up and purchasing the products the providers have suggested. Responsibilities: · Welcome clients upon arrival and assist with the check-in process: ensuring all intake & consent forms are properly filled out · Work with the Medical Assistant & Provider Teams to ensure clear communication on timing when clients arrive for their appointments, ensuring realistic wait times · Optimizing the client's time by discussing the benefits of JECT packages and answering any questions the clients might have regarding costs and services · Provide clients a personalized check-out experience ensuring they discuss the suggestions the Providers have made to enhance their JECT experience · Assist clients in scheduling future appointments · Resolve client questions and issues with the utmost care and attention to detail, and if unable to or unsure raising it to management · Share customer feedback and information with other areas of the business to ensure we are elevating the client experience · Participate in operational activities such as: electronic medical record keeping, inventory, restocking of product and supplies, and maintaining store/front desk cleanliness standards · Work with the store operations team to ensure all supplies are in stock and available for clients · Work to hit monthly KPI's · Ensure confidentiality of sensitive information, HIPAA Expectations/Qualifications · Ability to multitask in a fast-paced environment, whilst still being attentive to clients · Strong interpersonal and communication skills, with the ability to listen and adjust one's tone and cadence to mirror that of the client · Associates degree preferred · 2+ years of customer service experience (luxury setting a plus) · Existing knowledge of medical aesthetic service a plus · Ability to work in a team setting but also work autonomously · Ability to work a flexible schedule, (including nights & weekends) Compensation, Benefits & Perks · Competitive compensation · Paid Time Off (Vacation & Sick) · Training & Development · Generous employee discounts on JECT services and products *JECT is an equal opportunity employer. Applicants are considered for all roles without regard to race, color, religious creed, sex, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, veteran or military status, unfavorable military discharge, or any other status protected by applicable federal, state, or local law*

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper. The Client Service Associate role is a valuable part of the overall level of service and communication provided to clients, Consultants, custodian firms and money managers, working on the clients' behalf to help them achieve their investment goals, no matter how big or small. The position assumes responsibility for supporting the firm's Institutional Investment Consultants in the areas of account administration, client servicing, trading and consulting projects. Responsibilities: Act as a liaison between custodians and clients by maintaining client records and authorized signers, managing recurring distributions, opening accounts, preparing Standing Letters of Authorization, etc. Assist clients or Consultants with processing and facilitating money movements, including wires, electronic funds transfers, journals, DTC (Depository Transfer Check) of securities, ACAT (Automated Customer Account Transfer) and non-ACAT transfers in a timely manner while abiding by the Company's Compliance policies Draft investment trade paperwork on behalf of clients as it relates to Mutual Funds, Alternative Assets, Separately Managed Accounts, etc. in accordance with the Company's Compliance policies Support clients in completing paperwork for Hedge Fund and Private Equity subscription agreements in accordance with the Company's Compliance policies Uphold superior client service standards by providing timely follow-up, proactive communication and by being a knowledgeable resource for clients and colleagues Conducting outreach to build and maintain strong relationships with our client-base and identify firm services and solutions, such as digital, online access and cash management offerings, that support our clients' needs Sustain effective communication with firm colleagues from other departments by maintaining and updating client records and activities in the CRM, shared folders and process workflows Collaborate with peers on accomplishing operational and administrative duties; running reports, responding to general client requests, etc. Support Institutional Consultants with daily business practices including portfolio administration, client audit requests, telephone coverage, coordination of client meetings and special projects Required Education, Professional & Technical Experience Bachelor's Degree or relevant work experience 1-3 Years in Investment Consulting or Financial Industry Experience Proficiency in Microsoft Suite Broad investment knowledge including experience with mutual funds, investment managers, 401(k) and/or Defined Benefit Plan administrative procedures preferred Basic understanding of cash flow objectives Previous CRM, Advent Axys, Adobe and custodial portal experience is a plus Essential Traits Thoughtful ability to establish rapport and build relationships. Exceptional communication in a public setting with notable writing and presentation skills. Adaptability when priorities shift and able to work independently. Sound judgment and problem-solving skills. Innovative, curious, and enthusiastic. Detail-oriented with a high level of accuracy and organization. Ability to cultivate and develop inclusive and equitable working relationships to support a sense of belonging. Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism. Work Environment & Travel Requirements This role may travel up to 5% of the time for training and or business/events. This role offers a hybrid work model with three days in one of our professional office environments and two days remotely. Physical Job Expectations The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job: Must be able to remain in a stationary position for up to 8 hours. Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information. The person in this position may at times need to move throughout the building to access different areas. Ability to move equipment weighing up to 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities. What We Offer (Summary Highlights) A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, belonging and inclusion. We strive to be active participants of change in and outside our industry. The base salary range for this position is $65,000-$90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Paid Time Off Generous PTO with optional rollover Personal/Sick Time 10 Holidays with additional half days off for specific holidays throughout the year Summer Perks Bereavement Time -inclusive time off for a loved one, unborn child, or pet. Employer Paid Parental, Personal and Family leaves. Professional Development Day for eligible exams Work Life Convenience Benefits Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more KindBody - Family & Fertility Assistance Wellness Reimbursement Program Professional Development Designation reimbursement Employee Referral Program Employee Resource Groups, Mentorship Program & New Hire Cohort 401K Plan with company match Cell Phone Reimbursement Program Fiducient Advisors is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement. Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law. The company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It is expected that all employees are aware of this policy and that they create an environment that is sensitive and respectful to all individuals. We are committed to upholding a workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, equality, belonging and inclusion. We strive to be active participants of change in and outside our industry.

Our client is a leading food delivery service/tech company! As an In-Person SDR, you will be responsible for building relationships and trust with restaurant owners, gathering valuable insights about their businesses, and initiating the partnership process. Your day-to-day will involve visiting restaurants within your territory, understanding their unique needs, and connecting them with the company's solutions. You'll bridge the gap between local business owners and the resources the company provides, ultimately setting the stage for long-term partnerships. Responsibilities In-Person Visits (60%) Conduct on-site visits to prospective restaurant partners in your assigned territory, initiating conversations and building relationships. Gather key insights about the restaurant's ownership, operations, and current third-party delivery usage. Identify objections or concerns preventing restaurants from partnering with the company and document actionable findings. Candidates may be required to travel 60-80 miles and stay overnight as needed Meeting Setup (20%) Engage with restaurant owners to schedule follow-up meetings with company Account Executives or other representatives. Build interest in the company's value proposition and generate excitement about partnership opportunities. Information Gathering and Reporting (10%) Collect detailed business information, such as ownership structure, delivery needs, and existing partnerships with competitors. Log all findings into the CRM system in a timely and accurate manner, providing insights that drive future sales strategy. Follow-Up and Administrative Work (10%) Conduct follow-up calls or emails to confirm appointments and nurture leads generated through in-person visits. Collaborate with the broader sales team to share insights, align strategies, and refine outreach efforts.

Description:You're made ready for new challenges and opportunities to stretch yourself! In this role, you are responsible for assisting our Lending team as we promote our Student Lending products. You will help reach out to customers as well as manage the increased volume of applications through inbound calls. Most importantly you will deliver an exceptional experience for all our customers that you interact with. Primary responsibilities include Proactively reach out to customers to inform them of our product Handle incoming calls and provide guidance Respond to incoming calls from customers already in process. Handle between 50-70 calls per day. Qualifications, Education, Certifications and/or Other Professional Credentials Customer Service Experience Ability to use Microsoft Office Previous Sales or Call Center experience is also a plus. Candidates must have excellent communication skills and be able to work in a fast paced environment. Other characteristics include: Positive attitude and high energy level A "Can-do Attitude" and has the ability to think "Outside the Box". Team player; able to work with minimal supervision Ability to learn and share new concepts quickly Ability to articulate what we have to offer our existing or potential customers Hours & Work Schedule Hours per Week: 40 Various Work Schedules Training 3 weeks in person, Johnston RI Schedule start times after training from 9am - 10:30am. Mon-Fr

About the Company - Our agents help families all over the country find the Life insurance, Retirement Solutions and Financial Services Solutions they need to protect their futures. About the Role - You would specialize in a revolutionary form of Life insurance called LIVING BENEFIT LIFE INSURANCE, that you don't have to die to collect. We are partnered with over 25 industry leading carriers to bring a portfolio of products that they can be proud to offer your clients. Prospecting and Lead Generation: Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and zero time on lead hunting. Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions. Sales Presentation: Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Tailor presentations to address specific client concerns and preferences. Relationship Management: Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention. Market Research: Stay abreast of industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information. Sales Reporting: Keep precise and up-to-date records of sales activities, client interactions, and progress toward sales targets. Prepare regular reports for management review. Compliance: Ensure all sales activities adhere to regulatory requirements and company policies, maintaining confidentiality of client information and upholding ethical standards. Qualifications - Proven experience in sales, preferably within the insurance or financial services industry. Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients. Outstanding presentation and negotiation skills. Self-motivated with a results-driven mindset and the ability to work independently. Life insurance license or the ability to obtain one (we will assist you in acquiring your license if you are not currently licensed). Pay range and compensation package - Range is based on the average rep in current markets Bonuses, are performance based and paid every month on the 15th Residuals are paid on the anniversary date of the clients sale. Our goal is to offer inclusive and accessible financial protection, helping individuals and families secure their future with confidence.

A client of Insight Global's management team is searching for a highly motivated, positive, detail oriented customer service manager with excellent problem solving and leadership skills. The candidate for this position will work with customers and internal departments to enter orders, build specifications and handle important daily tasks. The candidate will manage existing business, develop strong customer relationships and ensure customers expectations are met. Multi-tasking and computer skills are necessary in this fast-paced and highly detail oriented environment. Responsibilities: • Manage existing customers and getting back to customers • Develop strong customer relationships through excellent communication skills • Resolve problems by clarifying the customer's complaint and determining cause and selecting/explaining the best solution to solve the problem • Manage a high volume of calls and emails • Communicating with internal teams • Generating sales with opportunity for a bonus if metrics hit • Resolves product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution. Compensation: $18-$20/hr. Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.