Part Time ? Financial Service Appointment Scheduler

Remote, USA Full-time Posted 2025-02-22

Our Client, a Fortune 500 Financial Services Company, is seeking an individual who is looking for an opportunity to gain experience in a corporate environment. This is an excellent opportunity to work in a large corporate organization and learn their corporate culture and service lines.
Financial Service Appointment Scheduler Benefits...
? Obtain experience in a large corporate environment
? Potential to be extended and potentially full time depending on the success of the program.
? Remote position with commission opportunities base on the amount of meetings set ($10/meeting).
Financial Service Appointment Scheduler Requirements
? You are passionate about customers/clients and are not easily deterred by rejection.
? You can work in a fast-paced environment where multitasking and organization skills are required.
? You have an understanding of Financial Services and Investments
? You are a team player who is self- motivated, has a sense of urgency, and looks for process improvement.
? You are able to make a large amount of outbound calls (45/hr)
? You have strong interpersonal, and communication skills.
Financial Service Appointment Scheduler Description
? You will be scheduling prospects for appointments with our client's Financial Advisors.
? Utilize the lead generating systems to make 45 outbound calls per hour.
? Explain the investment products and services to potential customers.
? You will receive training on all systems, scripts and specifics of the products and services.
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