TELECOMMUTE – AZ, CA, CO, FL, ID, IL, KS, KY, MI, MO, NC, OH, OR, PA, SC, TX, UT, WA
BE A PART OF OUR TEAM!
WE ARE HIRING REGIONAL SCHEDULERS.
WHAT MAKES AN AWESOME REGIONAL SCHEDULER? MAD PHONE SKILLS.
Do you thrive working independently and being responsible for your performance?
Would you enjoy working in the professional world from the convenience of your home office?
This could be the job for you:
*15-35 hours per week (minimal hours during start-up)
*Opportunities for growth and development
Help others succeed with your success.
You will be in the driver’s seat and responsible for scheduling appointments for a successful sales team in the financial industry. You will efficiently route them through their territory.
You will call on financial professionals, both existing and prospective clients. This is heavy phone work with some strategic emailing, so clear communication skills are a must.
You are responsible for your performance. We will provide you with the training and tools; it’s a win-win!
Who We Are
We are a driven, fun, and enthusiastic team of planners and makers. Week after week, we increase connectivity with clients, expanding, and deepening client bases.
Every scheduling goal we set and call we place on behalf of our clients is the result of our team working together to make each other’s ideas stronger.
That happens here because every one of us strives toward a common goal ? creating the best customer experiences.
*Keep the calendar of your assigned client full of appointments
*Schedule appointments, plan travel routes and keep your team updated
*Place a high volume of outbound calls and emails to existing and prospective clients
*Multi-task at a high-level managing:
*Calendar plans and details
*Communications with numerous team members
*Several email accounts
*Various software programs: CRM’s, mapping, calendars, etc…
*Keep notes and appointments in shared CRMs and calendars real-time
*Meet daily/weekly metrics: Setting 10-18 appointments per week, Making 18-20 calls and emails per hour. These numbers will vary by client.
*Key Characteristics: 1. High Integrity 2. Positive Attitude 3. Stong Work Ethic
*Have a competitive drive, desire to learn and grow, be self-motivated
*Accountability: Take responsibility and ownership for your results on a daily and hourly basis
*Communication: The confidence and skills to ask executives for an appointment over the phone and in email
Education: High School Diploma or equivalent
Experience: Two years experience making inbound/outbound calls in sales or customer service relations, or scheduling appointments
Skills and Abilities
*Proficient computer skills in a Windows-based environment. Must be able to move quickly and fluidly through multiple programs and
* Must be able to use email proficiently, send attachments, use signatures, copy and paste, appropriate use of cc and bcc fields
* Ability to prioritize work and multi-task effectively and efficiently
* A home office which allows for a quiet and uninterrupted work environment
* Ability to obtain and maintain a dedicated landline/VOIP line including call waiting and a customized greeting
A desktop or laptop PC is required for this position. The Minimum
System Requirements are:
* Windows 7 and up
* Android laptops and tablets will NOT support our software: Google Chromebook and Pixelbook, Lenovo Yogabook, Samsung Tablets, etc.
Client Services,Administrative,Appointment Setting,Virtual Admin,Outbound Call
AZ, CA, CO, FL, ID, IL, KS, KY, MI, MO, NC, OH, OR, PA, SC, TX, UT, WA