Note: The job is a remote job and is open to candidates in USA. ForFutures Financial is a financial advisory practice of Ameriprise Financial Services LLC, dedicated to a people-first culture. The New Orders Specialist will handle inbound calls from customers, providing product recommendations, processing contracts, and ensuring excellent customer service.
Responsibilities
- Answer sales calls from inquiring buyers, sellers, existing customers, agents, brokers and title/escrow customers
- Make product recommendations based on client’s budget and unique home needs
- Upsell optional coverage and plans as appropriate by audience
- Troubleshoot inbound calls from existing customers (as indicated above) and redirect calls to proper departments as required
- Send email communication to potential customers and sales reps
- Process various contractual changes, such as renewals, new contracts, option ads, drops contract exclusions, cancellations and credit card updates
- Process and send Real Estate invoices as required
- Process seller’s coverage cancelation/Overcome cancelation requests
- Verify and update all homeowner contact information and ensure detailed documentation of customer or contact interaction
- Consistently perform compliant wrap-ups
- Maintain consistent knowledge of company (FA and Alliance) products, version updates, pricing, promotions and broker agreements
- Keep abreast of industry, contract coverage and limits, process and procedures
Skills
- High School Diploma or equivalent
- 1-3 years inbound call center sales experience
- Excellent customer service and sales skills
- Exceptional oral, written communication and listening skills
- Ability to clearly and effectively communicate to both external and internal customers
- Excellent organizational skills (Multi-tasking, prioritizing and follow up)
- Fundamental understanding and some practical experience of all of the facets of the Home warranty sales functions
- Ability to work under pressure and remain flexible to changing schedules and demands
- Ability to apply common sense, understanding and problem solving
- Working knowledge of Windows and Microsoft Office
- Knowledge of the real estate or mortgage industry helpful
Benefits
- Medical
- Dental
- Vision
- 401k
- PTO/paid sick leave
- Employee stock purchase plan
Company Overview
ForFutures Financial Planning,A financial advisory practice of Ameriprise Financial Services, LLC, is a true Financial Planning establishment focused on the education of its clients striving to create and preserve their wealth. It was founded in 1992, and is headquartered in Marlton, NJ, US, with a workforce of 2-10 employees. Its website is http://www.fafltd.com.