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Technology and CRM Management * Receive comprehensive Salesforce training to serve as the primary contact for basic Salesforce-related issues, ensuring seamless CRM operations. * Escalate complex ...

Proficiency or some experience in using Salesforce CRM highly desired * Ability to manage multiple tasks and projects concurrently; and to work independently on projects from conception to completion ...

Build strong relationships with customers and internal sales teams, offering proactive sales ... Perform outbound collection calls and manage over-the-counter orders. * Address customer complaints ...

... customer relationships, offering guidance, and providing solutions to help families obtain ... Decide your path; delivering retirement protection, managing all client assets, or construct and ...

... customer service to clients Compensation: · Commission and bonus-based position · First-year ... · Management positions with benefits available within local branches · Our entry-level agents ...