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Baton Rouge

    In Office Team Member - Baton Rouge, United States - Xpert Financial Services

    Xpert Financial Services
    Xpert Financial Services Baton Rouge, United States

    3 weeks ago

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    Description

    Job Description

    Job DescriptionSalary: Based on Ex. $10.00 to 15.00
    1. Job Description
      • Greet all clients as they enter the building in a friendly and professional manner
      • Engages in conversation with potential clients to share information about Xpert Financial Services promotions and services.
      • Build rapport with prospective clients utilizing excellent communication skills
      • Coordinate client flow and assists in preliminary data entry
      • Assist with scheduling tax preparation appointments
      • Answer incoming phone calls
      • Document collection to support an efficient and positive tax preparation experience
      • Has access to and regularly works with information of a sensitive, highly confidential nature.
      • Promote Xpert Financial Services brand through the delivery of superior customer service
      • Quickly and accurately verifies and enters customers' personal and Form W-2 information into Xpert Financial Services' proprietary software.
      • Monitor client flow at the location and keep clients engaged during periods of wait time
      • Monitor client activity and take initiative to answer phones and resolve client issues Meets deadlines to ensure office locations meet brand/marketing appearance standards in time for office openings.
      • Provides equipment service at Xpert Financial Services locations to assemble, repair, or teardown furniture, computers, tech, or kiosk components using hand tools.
      • Assist in maintaining a clean and inviting workplace, this must include removal of trash, vacuuming or sweeping, cleaning counters, cleaning glass, etc.
      • Assist leadership in marketing and recruitment efforts, as needed
      • Receptive to constructive criticism and coaching
      • Attend all mandatory training and coaching sessions as directed by management
      • Execute all company policies and procedures with the utmost level of professionalism
      • Must be ready to work when scheduled i.e., punctual, on-time, flexible and able to work depending upon the needs of the business, etc.
      • Can handle stressful situations such as irate or dissatisfied clients
      • Any other tasks or duties assigned by management
    2. Skills/Qualifications
      • Previous phone sales experience i.e., inside and outside sales
      • Previous customer service skills
      • Strong grammatical/writing skills Strong interpersonal, communication and negotiation skills
      • Demonstrate ability in working in a high-volume retail environment preferred
      • High school diploma or general education degree (GED); or 2 years experience and/or training; or equivalent combination of education and experience
      • Highly self-motivated and competitive in sales
      • Solid time management and prioritization skills
      • Web Browsing
      • Computer proficiency (Google Docs, MS Office, GOOGLE PLATFORM, etc)
      • Ability to schedule appoints proficiently
      • Can multi-task and handle high volume of incoming leads
    3. Key points
      • This position follows the standard company policy of a 90-day probationary period
      • This position reports to the CEO/Owner of Xpert Financial Services
      • This position can be changed, updated or terminated at will.
      • The position starts as a part time position with full time hour availability diring demand
      • The positon is a 1099 position upon first-year anniversity the team member will have options to become a w2 employee
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