Job Description
About the position
The Referral Specialist position offers a unique opportunity to work independently as a referral agent for a national financial services company. This role allows individuals to set their own part-time hours, with no direct supervision, while earning referral bonuses by connecting new customers to the company. The position is designed for those looking to supplement their income with a flexible schedule, requiring only a few hours of work each week.
Responsibilities
Ā Refer new customers to the financial services company by sending them a link.
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Ā Handle incoming calls, texts, and emails related to referrals.
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Ā Participate in training to understand the referral process.
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Ā Manage and track referrals to ensure successful account openings.
Requirements
Ā Must be 18 years or older with a valid checking account.
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Ā Basic computer literacy is required (ability to bank online is sufficient).
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Ā Availability of 6-8 hours per week to manage referrals and communications.
Nice-to-haves
Ā Experience in customer service or sales is a plus but not required.
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Ā Ability to communicate effectively with potential customers.
Benefits
Ā Flexible working hours allowing you to set your own schedule.
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Ā Potential to earn between $2900-$3200 per month working part-time.
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Ā No cold calling required, making it easier to engage with potential customers.
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