Financial Services Survey Conductor

Marketing San Francisco, CA, USA Remote

Who we are

We are dedicated to helping clients who are paying 50k or more in taxable income. With our strategy, we can save 30-60% on their early income-taxes with added life insurance benefits.


We are seeking a driven and pro-active self-starter with strong communication & analytical skills, and high attention to detail. If you have experience working with clients by phone and email, then you'll enjoy working for us. The ideal candidate will be able to learn quickly and work collaboratively with our pier level financial tax professionals. You will be responsible for collecting data via a survey over the phone with leads that are given to you. This position is remote based, as long as you have a cell phone & internet connection, you can work for us.


· 2+ years of marketing experience · Experience with google sheets · Experience in sales or customer service role · Experience in e-mail marketing, traffic or digital marketing · Proficient PC skills (Windows, Word, Email), with advanced Excel skills · Analytical skills · Excellent written and oral communication skills · Demonstrate a capacity to thrive in a fast-paced workplace and pivot with ongoing change and ambiguity.

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