This is a remote position.
Work schedule:
- 40 hours a week
- Mon Tues and Thurs: 11:00 AM 8:00 PM (Break: 3:00 PM 4:00 PM
- Saturday & Sunday: 12:00 PM 9:00 PM (Break: 4:00 PM 5:00 PM
- (All times are Eastern Standard Time EST)
Job Title: Customer Support Representative (with Sales & Appointment Setting Background Preferred)
Responsibilities:
- Respond promptly to inbound leads generated by our digital marketing campaigns aiming to contact potential clients within 5 10 minutes of their inquiry
- Conduct friendly and informative outreach calls to potential clients to introduce our services and gather basic information
- Answer client inquiries via phone email or chat with professionalism and empathy
- Schedule appointments for senior sales advisors or specialists to conduct more in-depth consultations
- Utilize downtime effectively by performing light outbound follow-up calls to warm leads
- Collect and document basic financial information to help assess clients potential eligibility for our services
- Guide clients through the early stages of the engagement process with clarity and patience
- Maintain accurate records of all interactions and lead status updates within our CRM
- Follow up with prospects to answer any outstanding questions or re-engage cold leads
- Coordinate with internal teams to ensure a smooth handoff of appointments and client information
Requirements:
- Strong verbal and written communication skills with a calm confident phone presence
- Previous experience in a customer support administrative or appointment setting role
- Some sales background is preferred especially in financial services or consultative environments
- A genuine desire to help clients with a customer-first mindset
- Ability to explain services clearly and patiently to individuals in varying financial situations
- Comfortable handling objections and basic FAQs while knowing when to escalate
- Familiarity with CRM systems and digital tools for communication and task tracking
- Self-starter who can work independently while adhering to guidelines and timelines
- Open to completing a brief certification or training process (approx. 2 hours)
- Professional empathetic and resilient when handling multiple inquiries or challenges
Independent Contractor Perks
- HMO Coverage for eligible locations
- Incentives
- Permanent work-from-home
- Immediate hiring
ZR24462JOB
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