Virtual Financial Wellness Demonstrator

Product Demonstration Specialist – Financial Wellness Services
Position Overview

We are seeking motivated Product Demonstration Specialists to conduct virtual Zoom meetings with prospective clients who have expressed interest in our Financial Wellness Services.

You will speak directly with interested prospects, explain how our program works, demonstrate the services and client experience, answer questions, and assist qualified prospects with the enrollment process.

This is not strictly a cold-calling position. You will primarily meet with people who have already expressed interest in learning more about our services.

Responsibilities
Conduct scheduled Zoom presentations and consultations with prospective clients.
Present and explain our Financial Wellness Services and Pathway to Homeownership program.
Demonstrate how the program works and what clients receive.
Explain the enrollment and onboarding process.
Answer questions and address client concerns professionally.
Understand the prospect's general financial and homeownership goals.
Help qualified prospects complete the enrollment process.
Follow up with interested prospects who need additional information.
Document meetings, follow-ups, and enrollment activity in our CRM.
Work with our client support team to ensure new clients are properly onboarded.
Qualifications
Excellent verbal communication and presentation skills.
Comfortable conducting professional Zoom/video meetings.
Friendly, confident, and professional personality.
Ability to explain information clearly and build trust.
Comfortable answering questions and handling objections.
Sales, customer service, financial services, real estate, insurance, or call-center experience is a plus.
Comfortable using Zoom, email, CRM systems, and basic computer applications.
Reliable internet, computer, webcam, and professional workspace.
Ideal Candidate

We are looking for someone who enjoys talking with people, presenting information, building relationships, and helping clients understand their options.

Financial industry experience is helpful but not required. Training will be provided on our services, presentation process, systems, and enrollment procedures.

Important

This position focuses on educating prospects about our services and assisting with enrollment. Specialists should not provide individualized investment, tax, legal, mortgage, insurance, or other regulated financial advice unless properly licensed and authorized to do so.