Customer Success Specialist Jobs

Who You Are

At Austin & Associates, you are looking to join a team that is committed to helping the everyday person realize their dreams and financial goals. We’re also looking for people who are comfortable helping clients. Agents who can deliver financial plans and then follow up on those plans for years to come. In short, we need agents who can work with client’s while training new agents to do the same thing. You have a love of learning and excel in communication, sometimes knowing what the person needs before they do. You see challenges as an opportunity to expand your character and build knowledge.

At Austin & Associates, we’re looking to develop a few new teammates this year in the position of Customer Success Specialist. The responsibilities include training and coaching new representatives on how to provide support and improve each customer interaction. This is a wonderful secondary and/or work-from-home opportunity for anyone who needs personal flexibility with their schedule.

What you'll be doing

Consistency is key for this position!If this list excites you then this may be the position for you.

• Conduct calls with representatives to expand reach of the company
• Become fluent in Financial products (Ability to obtain financial licenses: Life, Series 6, 26, 63, 65)
• Develop new hires into key team members
• Train and onboard new hires
• Conduct appointments with potential clients (we work around your schedule)

What you'll need

We want to make sure all our employees are set up for success from the start and that everyone is a great fit. You’ll succeed if you have:

• Excellent listening skills
• The ability to create meaningful relationships
• The ability to influence and negotiate with anyone
• Excellent verbal and written communication skills
• A desire for learning and personal growth
• The ability to work flexible hours
• Consistency and Coachability

Preferred Qualifications

If you have these qualifications, you're a great fit for this role

• High School Diploma or equivalent
• Relevant work experience

Benefits

We believe that everyone who comes on board with us should have a work/life balance

• Competitive compensation (Bonus + Commission + Residual Income + Overrides) around $2000-3000 per month part time
• Ability to obtain financial licenses (Life, Series 6, 26, 63, 65)
• You tell us when you work
• Access to financial products

About Us

We partner with companies such as Invesco, Franklin Templeton, Brighthouse, etc, and distribute and market their products across the United States. Austin and Associates has a culture of ownership, education, and friendship. We work as a team in order to accomplish goals and live the life we all want to live. Community, Family, and Faith are of huge importance to us. We do not expect your job to be your first commitment at all times.