Greet each customer whether by phone or in person, in a warm, welcoming and professional manner. College education or specialty certification may be substituted

Ability to summarize and translate highly technical details into layman's terms when needed to communicate with Executive Leadership and non-technical

And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Ability to answer phone calls to assist both clients and employees and direct calls to appropriate staff members. High school or equivalent (Preferred).

Candidate with vehicle sales experience go to the front of the line. Sales commissions and incentives are offered as opportunities to increase income based on