What You'll Be Doing:
Conduct professional Zoom meetings with high-tech employees to understand their financial needs and assess compatibility with our company's technological services.
Collect and process personal data, ensuring all necessary documentation, including financial powers of attorney, are completed accurately and efficiently.
Demonstrate a genuine interest in customer satisfaction, going above and beyond to exceed their expectations and address any concerns or questions they may have.
Leverage your experience in customer service or sales in the financial field to build rapport and establish long-term relationships with clients.
Utilize excellent verbal and written communication skills to effectively convey complex financial information in a clear and concise manner.
Demonstrate intellectual sharpness and high digital skills to navigate our systems and provide efficient and accurate support to customers.
Previous experience in customer service or sales, specifically in the financial field, with a proven track record of delivering exceptional customer experiences. Experience in banks, pension funds, or other financial institutions is highly desirable.
Strong understanding of financial products and services, such as mortgages, pensions, tax refunds, insurance, and other financial verticals.
Excellent verbal and written communication skills in Hebrew, with the ability to effectively engage with clients and provide clear explanations of complex financial concepts.
Strong attention to detail and accuracy in handling sensitive personal and financial information.
Demonstrated intellectual sharpness and the ability to quickly grasp and understand various financial products and services.
High technological skills, including proficiency in using digital communication tools and CRM platforms.
A genuine passion for customer satisfaction and a proactive mindset in addressing customer needs.
