Overview
Product Support Manager Jobs in Remote at FixedOPS Marketing LLC
Company Overview
Infinity Credit and Financial Services is part of Experior Financial Group, dedicated to aligning core values with the financial needs of our clients. We believe in serving others with integrity and commitment, ensuring that our team members are equipped to provide exceptional financial guidance and education.
Summary
As a Specialist at ICAFS, you will play a pivotal role in delivering comprehensive financial services and solutions to our clients. This position is essential for fostering strong client relationships and ensuring that our core values are reflected in every interaction.
Responsibilities
Provide expert advice on investment management and financial planning strategies.
Utilize financial software to analyze client portfolios and recommend improvements.
Educate clients on various financial concepts and products to enhance their understanding.
Assist clients with estate planning and asset management to meet their long-term goals.
Conduct regular reviews of client accounts to ensure alignment with their financial objectives.
Collaborate with team members to develop tailored financial solutions for clients.
Stay updated on industry trends and regulatory changes affecting financial services.
Build and maintain strong relationships with clients through exceptional service.
Qualifications
Proven experience in the Insurance and financial services industry, particularly in investment management or asset management.
Strong understanding of financial concepts and tax implications related to investments.
Familiarity with financial software tools for portfolio analysis and reporting.
Excellent communication skills for effective client interactions and presentations.
Ability to work independently while contributing positively to a team environment.
Experience in public accounting or financial sales is a plus but not required.
Knowledge of estate planning principles is beneficial but not mandatory.
If you are passionate about helping others achieve their financial goals and resonate with our core values, we invite you to apply today and become a vital part of the ICAFS team.
Job Types: Full-time, Part-time, Contract
Pay: $1.00 – $250,000.00 per year
Expected hours: No less than 10 per week
Compensation Package:
1099 contract
Bonus opportunities
Commission pay
Stock options
Work Location: Remote
Title: Product Support Manager
Company: FixedOPS Marketing LLC
Location: Remote
