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Phone Representative


What you should know:

- Flexible schedule but minimum 2 evenings a week & 1 weekend shift midday is required

- Hopefully for those interested in learning about long-term licensed positions that we have available (gives you the opportunity to see how we work in the financial industry up close & training is available to you if you're a good fit)

- No experience or knowledge in the industry needed; only good work ethic and the ability to handle different characters on the phones!

Position Description:

- Financial services industry in a 100% virtual setting

- You're given access to our team's accounts of clients

- Call, text, and leave voicemails in order to reach clients to book them for their service period

- Call, text, and leave voicemails for referrals of the clients we sit down with

- Confirmation phone calls & texts the day of appointments if you're working that day

- Record all interactions you have with clients in our system

- Book clients in our virtual calendars


- At minimum 2 week nights & 1 weekend shift midday; can work up to 35 hours a week if you'd like

- Good cellphone service

- Reliable & good work ethic

- *BONUS* If you speak fluent Spanish; we also are looking for a translator for Spanish client appointments

Contact me to connect on LinkedIn or over the phone if you're interested in learning more about our team and what we do.

Job Type: Part-time

Pay: From $15.00 per hour


  • Flexible schedule
  • Work from home
  • Evening shift
  • Commission pay
  • Are you interested in learning about our opportunities working as a Client Benefits Specialist?
  • Spanish (Preferred)

Work Location: Remote

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