As a Financial Concierge, you are central to delivering our transformative financial concierge service. You will serve as both a meticulous researcher and an empathetic relationship manager, guiding customers through optimising their financial decisions. You'll personally facilitate significant savings, empowering customers to reach their financial goals and improve their lives tangibly and immediately.,
- Customer Acquisition: Engage prospective customers through both cold and warm outreach.
- Personalised Onboarding: Clearly introduce our service via personalised communications (email, text, or video calls), persuading prospects to experience the Stealth Startup difference.
- Client Setup: Guide new customers through initial communications setup (WhatsApp group transitioning to proprietary chat app) and manage secure collection of essential financial data.
- Comprehensive Analysis: Thoroughly analyse each customer's financial information, extracting insights tailored specifically to their financial situation, goals, and unique life context.
- Market Research: Investigate and identify optimal financial products and services (e.g., insurance, credit cards, loans, utilities) to secure significant savings based on customer-specific criteria.
- Presentation & Execution: Clearly present personalised financial solutions, highlighting tangible benefits and savings. Facilitate or directly execute recommendations (negotiations, applications, etc.) for customers.
- Ongoing Optimisation: Continuously monitor customer circumstances and market developments, proactively updating recommendations to maintain and maximise ongoing savings and value.
- Savings Measurement & Billing: Verify and measure customer savings, transparently billing customers at 10% of realised savings, ensuring accuracy and trust.
- Actively leverage advanced AI tools and internal platforms (e.g., GPT, Claude, Operator, Bolt) to enhance research accuracy, depth, and operational efficiency. Customer Empathy: Deep, genuine care for understanding and meeting customer needs.
- Relationship Building: Excellent ability to foster trust and strong relationships with customers.
- Resourcefulness: Self-driven capacity to independently research, analyse, and find actionable solutions.
- Proactivity (High Agency): Ability and eagerness to take initiative, think creatively, and independently pursue the best outcomes for customers.
- Base Salary: £30,000 per annum.
- Performance Bonus
- Maximum achievable bonus capped at £110,000
- Annual base salary growth of at least 20%.
- Stock options eligibility after one year of employment.
Join us at Stealth Startup and play a vital role in fundamentally transforming people's financial well-being, giving them greater control, security, and the freedom to focus on what truly matters in their lives.
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Customer Service Representative employer: Stealth Startup
Join a forward-thinking company that values creativity and innovation, where your design work will play a crucial role in transforming how people perceive their finances. With a flexible remote working environment and the opportunity for ongoing engagement, you'll be part of a supportive culture that encourages personal growth and collaboration. This is not just a job; it's a chance to make a meaningful impact while developing your skills alongside a passionate team dedicated to reshaping financial experiences.
