Virtual Customer Relations Work at home / Appointment Setter - Finance

(Part-time, Full-time, Flexible Around Other Jobs if Necessary, 100% REMOTE)

Who we are looking for...

We are looking for a passionate Client Relations Appointment Setters to join our team. In this role, you will be responsible for providing exceptional service and booking client meetings over Zoom. You will use your knowledge and expertise to understand customer needs, troubleshoot issues, and provide solutions that exceed their expectations. To be successful in this role, you must have excellent customer service skills, be organized and detail-oriented, and have the ability to handle multiple tasks in a fast-paced environment. You must also have a strong understanding of Zoom, Google calendar, Microsoft Excel and Calendly. Experience with employee benefits and the ability to interpret policies and plan documents is A+. An understanding of Roths, IRAs, 401Ks, and savings accounts and other related benefits is also A+. If you are highly motivated, possess a strong understanding of building relationships with people, have customer service skills, and have a commitment to providing exceptional service, we want to hear from you!

Our Industry & About us:

We have locations across the globe. What we do is help people on how to save money, retirement planning, 401k, IRAs, stocks bonds, mutual funds, life insurance, college funding for kids, you name it we can help. We even help people save on taxes for businesses and

financial purposes, timing in our industry is crucial, money is constantly moving, seeing close to 3 trillion dollars moving annually.

Why this industry?: People are trying to take back control of their pensions, property, and investment accounts. Then people working in different markets as well such as Millennials and Gen Z are trying to learn about it. So we have the capability of sitting with people to give them better options for their future, and provide educational information to help them understand their options. Our moto is, leave no families behind.

Qualifications:

-Provide exceptional customer service

-Setting up potential clients with stakeholders to determine best solutions

-Understand customer needs and troubleshoot issues

-Provide solutions that exceed customer expectations

-Maintain organized and detailed records and reports

-Handle multiple tasks in a fast-paced environment

-Demonstrate strong knowledge of employee benefits

-Interpret benefits and plan documents

-Some talent development skills

-Some talent management and leadership skills

-Have an understanding of related employee benefit accounts and be able to learn quickly

-Ensure customer satisfaction by providing exceptional customer service

-Perform administrative duties as required

-Entrepreneur mindset

Responsibilities include:

• Scheduled appointments via appropriate systems and strategies
• Obtain customer information and set sales appointments
• Check for available appointment times and book appointments in a computerized system
• Setting appointments for prospective and interested customers
• Set appointments for the sales team
• Talent management, recruiting, sourcing and talent development
• Setting promotional appointments with interested customers
• Call the customer to confirm appointment and follow up with any missed appointments
• Exceed appointments made /appointments show goal per designated assignment
• Paid after outside sales completes scheduled appointment with prospect and must close business
• Calling or meeting with prospects, qualifying and appointment setting
• Setting up a service appointments
• Making presentations and presenting it to a group of prospects
• Business development essential duties
• Set appointments with new businesses
• Set appointments for representative meetings
• Achieve high number of completed sales appointments
• Notify necessary departments when an appointment is scheduled
• Identify potential clients and set appointments for top sales executives

Compensation & Employment Type:

1099 employee

Commission Only based Pay

Unlimited earning potential

**Production-Based; Advancement; Equity; Bonuses; Stock-Options; Profit Margins; Paid Travel**

Remote/ WFH

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.