Teams at U.S. Money Reserve

Sell government-issued precious metals (gold, silver, platinum) using provided leads and marketing support. Deliver exceptional phone-based customer service, manage CRM/contact systems, meet sales targets and bonus goals, work independently as part of a sales team, and maintain a positive, professional attitude.

Manage customer requests to liquidate or take distributions of precious metals IRA holdings: verify account details, obtain bids, create invoices, send forms via DocuSign, coordinate with internal teams, maintain Excel tracking, and complete electronic paperwork while providing responsive customer support.

Review recorded sales and verification calls for compliance, verify and approve orders, monitor voicemail follow-up, update customer records, support Sales with alerts and reminders, provide feedback to Media/Marketing, and perform clerical/back-up receptionist duties and special projects.