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IRA Financial
Sioux Falls, SD
  • Posted: 2 days ago
  • $20 Hourly
  • Full-Time
Job Description

The Sales Specialist is responsible for addressing any and all client inquiries about the products and services IRA Financial offers. The person holding this position will assist clients in deciding which type of retirement account to open by providing clear, concise and well-researched information about all types available. This individual is expected to be continuously updating their knowledge of IRA Financial products, services, and policies.

Responsibilities & Duties

  • Stay knowledgeable about IRA, LLC, and 401(k) services offered by IRA Financial
  • Demonstrate their knowledge to potential clients confidently and effectively
  • Address client inquiries to the best of their ability, relying on available tools and resources for assistance
  • Identify specific client needs and demonstrate value of each plan based on those needs
  • Assist customers with questions and concerns via phone, email and other messaging services
  • Meet IRA Financial’s specific goals through aggressive and consistent client outreach
  • Follow-up with current and potential clients via phone, email and other messaging services to ensure all questions are answered and concerns are addressed
  • Other tasks as assigned by management

Qualifications & Requirements

  • High School Diploma or Equivalent
  • Excellent verbal and written communication skills
  • Exceptional customer service skills
  • Effective multi-tasking abilities
  • Organizational skills
  • Attention to detail
  • Strong critical thinking and problem-solving skills
  • Ability to function productively in a fast-paced, at times stressful environment
  • Proficient in Microsoft Office Suite or related software
  • Basic understanding of Self-directed Individual Retirement Accounts


  • Starting at $20/hr

Supplemental Pay Types:

  • Bonus Pay


  • 401(k)
  • 401(k) matching
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Health Savings Account
  • Flexible Spending Account
  • Paid Time Off
  • Parental Leave


  • Full-Time
  • 8 Hour Shift
  • Day Shift
  • Monday through Friday


IRA Financial


Sioux Falls, SD



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