Indyfin
Texas, United States
Indyfin is a fintech startup that connects people searching online for financial advisors with a well-suited financial advisor for them. Our innovative platform combines cutting edge business analytics, artificial intelligence and human psychology with the state of the art communication technology to make better personalized connections. We are seeking a confident, personable, and professional individual to connect with consumers and help them with their search for a financial advisor. The ideal candidate is passionate about developing relationships, providing an exceptional personal interface, earning consumer’s trust, and creating a positive user experience. The Client Relationship Specialist is responsible for managing all communication with prospective clients. They act as the personal bridge between online search and advisor introduction, screening a diverse range of prospects to identify their unique needs and financial situations through a pro-active,...