Has a minimum of two years of sales experience with cross-selling, upselling or referring products
Displays passion, commitment and drive to deliver an experience that improves clients' financial lives
Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays
Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections
Is comfortable receiving ongoing performance feedback and coaching
Is comfortable with ongoing change and learning new technology/processes
Has at least an intermediate level of proficiency with computers
Is self-motivated with excellent organizational skills
Has strong decision-making and problem-solving skills
Experience in the banking/financial industry
Experience working in a call center
Experience in telephone sales
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
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Kforce is a professional staffing and solutions firm specializing in the finance and accounting functional areas of general accounting, audit services, SEC reporting, periodic financial close and tax preparation support. From CFOs and controllers with Big 4 experience to entry level transactional accounting positions, Kforce has been matching job seekers and employers since 1962. We are committed to “Great People = Great Results” and offer exciting job opportunities with top finance and accounting companies across the United States. Kforce continues to look for experienced finance and accounting professionals to join our team of great people!