AI Insight is currently seeking an Independent Contractor Associate to be a part of our Client Services team. The position offers flexible work hours and the ability to work from home. The primary focus of the position is to handle incoming calls and emails to support our users, and to make calls to users of our alternative investments training platform to gauge their experience, satisfaction, and level of adoption. The available position will be up to 15 hours per week mainly during the hours of 8:00 a.m.-6:00 p.m. EST. The requirements include the ability to work 1:00 p.m.-6:00 p.m. EST on Fridays and the contractor will need a computer with web access and a phone. There is an opportunity to increase both hours and hourly rate based on proven performance.
- Excellent communication skills
- Ability to work effectively in an independent work environment
- Strong organizational skills
- Understanding of PowerPoint, Word and Excel
- Ability to quickly learn computer programs (both the AI Insight system and the CRM system [SalesForce] we use to track support calls)
- Understanding of the financial services marketplace (experience as a financial advisor, sales assistant, product sponsor sales associate, and/or support in a brokerage firm) is a plus
Company: AI Insight
If you are interested, please contact Ann Saline, Senior Director, Financial Firm Implementations and Client Services at email@example.com.