Part Time – Financial Service Appointment Scheduler

Role Snapshot:

• Compensation: a competitive salary
• Position: Part Time – Financial Service Appointment Scheduler
• Location: Remote
• Start Date: Immediate openings available
• Company: Workwarp

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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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