Job Description: Remote Appointment Setter
Job Responsibilities:
- Conduct outbound calls to potential clients to schedule appointments for financial advisors
- Maintain a high level of professionalism and customer service while communicating with prospects
- Update and manage appointment setting database with accurate information
- Collaborate with the sales team to ensure appointments are scheduled efficiently
- Follow up with clients to confirm appointments and address any rescheduling needs
Essential Qualifications:
- Excellent communication skills both verbal and written
- Strong organizational skills and attention to detail
- Ability to work independently and meet set targets
- Proficiency in using appointment scheduling software
- Previous experience in sales or customer service role
Desired Experience:
Minimum of 1-2 years of experience in appointment setting or a related field
Salary & Benefits:
Salary: To be discussed based on experience
Benefits: Health insurance retirement plans and performance-based incentives
Job Description: Remote Appointment Setter Job Responsibilities: Conduct outbound calls to potential clients to schedule appointments for financial advisors Maintain a high level of professionalism and customer service while communicating with prospects Update and manage ap...
Job Description: Remote Appointment Setter
Job Responsibilities:
- Conduct outbound calls to potential clients to schedule appointments for financial advisors
- Maintain a high level of professionalism and customer service while communicating with prospects
- Update and manage appointment setting database with accurate information
- Collaborate with the sales team to ensure appointments are scheduled efficiently
- Follow up with clients to confirm appointments and address any rescheduling needs
Essential Qualifications:
- Excellent communication skills both verbal and written
- Strong organizational skills and attention to detail
- Ability to work independently and meet set targets
- Proficiency in using appointment scheduling software
- Previous experience in sales or customer service role
Desired Experience:
Minimum of 1-2 years of experience in appointment setting or a related field
Salary & Benefits:
Salary: To be discussed based on experience
Benefits: Health insurance retirement plans and performance-based incentives
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