Phone Representative
VIRTUAL APPOINTMENT SETTER NEEDED
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
Requirements:
- 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
Benefits:
- 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
