Job Description
Job Responsibilities:
- Make outbound calls to potential clients to schedule appointments for the financial advisors
- Provide excellent customer service by addressing any inquiries or concerns from clients
- Update client database with accurate information
- Collaborate with the sales team to ensure smooth appointment scheduling process
Essential Qualifications:
- Strong communication skills both verbal and written
- Good organizational skills and attention to detail
- Ability to work in a fast-paced environment
- Basic knowledge of financial products and services
Desired Experience:
Minimum 1-2 years of experience in customer service or appointment setting
Salary & Benefits:
Salary: To be discussed
Benefits: Health insurance retirement plan paid time off
Job DescriptionJob Responsibilities: Make outbound calls to potential clients to schedule appointments for the financial advisors Provide excellent customer service by addressing any inquiries or concerns from clients Update client database with accurate information Collaborate with the ...
Job Description
Job Responsibilities:
- Make outbound calls to potential clients to schedule appointments for the financial advisors
- Provide excellent customer service by addressing any inquiries or concerns from clients
- Update client database with accurate information
- Collaborate with the sales team to ensure smooth appointment scheduling process
Essential Qualifications:
- Strong communication skills both verbal and written
- Good organizational skills and attention to detail
- Ability to work in a fast-paced environment
- Basic knowledge of financial products and services
Desired Experience:
Minimum 1-2 years of experience in customer service or appointment setting
Salary & Benefits:
Salary: To be discussed
Benefits: Health insurance retirement plan paid time off
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