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Manage and own retirement account transactions (rollovers, transfers, liquidations, annuity surrenders, new IRA openings) for clients investing in physical precious metals. Coordinate between clients, custodians, and internal teams, resolve discrepancies, provide status updates, maintain accurate records, and identify opportunities to increase transaction value.

Lead digital marketing efforts for paid/organic search, social, and email channels. Develop, execute, and optimize campaigns, manage automation and reporting, analyze performance to drive lead generation, engagement, retention, and ROI while collaborating with internal teams and agencies.

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.

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.

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.