Customer Service Agent/ Sales Associate

True North Financial Solutions

Dedham, MA, USA

Published: 6/14/2022

Full Time

Job Description

The Sales Associate plays a key role in expanding True North’s client base by educating prospects on our services, building strong relationships, and delivering an excellent customer experience. This role combines outreach, client support, and light administrative responsibilities to ensure that every client feels guided toward their “true north” in financial wellness.

Responsibilities:

Conduct outreach to potential clients through phone, email, and social media.
Explain True North Financial’s services clearly and professionally to prospects.
Assist clients with booking consultations, gathering documents, or completing intake forms.
Maintain accurate records of all interactions using CRM tools.
Follow up with leads to nurture relationships and support conversions.
Collaborate with the team to meet weekly and monthly sales goals.
Participate in community events, workshops, and marketing initiatives when needed.
Provide exceptional service and uphold company values of integrity, clarity, and trust

Qualifications:

Strong communication and interpersonal skills.
Goal-oriented mindset with the ability to work independently.
Basic understanding of financial services (or willingness to learn).
Comfortable with outreach and speaking to new people.
Highly organized with strong attention to detail.
Experience with sales, customer service, or administrative roles is a plus.

Company Descriptionrue North Financial Solutions is a client-focused financial services company dedicated to helping individuals and small businesses gain clarity, stability, and confidence in their financial journey. We provide personalized support in areas such as tax preparation, financial planning, budgeting, credit education, and long-term wealth building.
Our mission is to guide clients toward their “true north” the point where financial understanding meets financial freedom. Through transparent communication, tailored solutions, and a commitment to education, we empower our community to make informed decisions that strengthen their future.
Built on trust, integrity, and accessibility, True North Financial Solutions serves as a reliable partner for anyone seeking to improve their financial health. We believe financial literacy should be attainable for everyone, and we strive to create services that are approachable, supportive, and grounded in real-world results.

Company Description

rue North Financial Solutions is a client-focused financial services company dedicated to helping individuals and small businesses gain clarity, stability, and confidence in their financial journey. We provide personalized support in areas such as tax preparation, financial planning, budgeting, credit education, and long-term wealth building.\r\nOur mission is to guide clients toward their “true north” the point where financial understanding meets financial freedom. Through transparent communication, tailored solutions, and a commitment to education, we empower our community to make informed decisions that strengthen their future.\r\nBuilt on trust, integrity, and accessibility, True North Financial Solutions serves as a reliable partner for anyone seeking to improve their financial health. We believe financial literacy should be attainable for everyone, and we strive to create services that are approachable, supportive, and grounded in real-world results.