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Job Description
- Req#: 2593593
Employer Industry: Financial Services
Why consider this job opportunity:
- Fully remote work environment offering flexibility
- Comprehensive benefits including medical, dental, and vision plans
- Company-paid long-term disability and life insurance
- 401(k) with company match to support your financial future
- Generous PTO and paid holidays for work-life balance
- Join a collaborative, mission-driven team culture dedicated to supporting entrepreneurs
What to Expect (Job Responsibilities):
- Input client contacts into HubSpot and create financing deals within the system
- Make initial outreach calls to schedule client appointments and handle initial client calls
- Send professional, timely follow-up emails to clients
- Perform spreadsheet data entry and maintain accurate records while producing correspondence and reports
- Collaborate with colleagues to resolve client matters and uphold company standards
What is Required (Qualifications):
- Proficiency in Microsoft Office Suite
- Excellent phone, email, and communication skills
- Basic understanding of the franchise industry and its related regulations
- Experience reviewing and processing business contracts
- Ability to handle confidential matters with discretion
How to Stand Out (Preferred Qualifications):
- Familiarity with financial documents such as tax returns, P&Ls, balance sheets, and credit reports
- Strong customer-service orientation and a genuine desire to help others
#FinancialServices #RemoteWork #CareerOpportunity #TeamCulture #EntrepreneurSupport
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