Fipro Education and Investments jobs - Front Office Executive

Fipro Education and Investments works in the area of Personal Financial planning, Portfolio management and Financial education.

Role:

• Managing invoices for the company
• Working with clients to schedule meetings
• Work with advisory team to get services delivered to client
• Contact prospective customers by both telephone and email
• Attending regular team meetings to clarify progress and performance-related expectations.
• Vet lead list for warm and cold leads
• Report weekly sales goals and objectives to leadership team
• Maintain contact with existing clients to make sure they are satisfied and request referrals

Skills:

• English communication skills
• Identify prospects that fit the target demographic
• Use database, CRM, or other software to track progress with new prospects
• Comfort with using Microsoft office