Administrative Assistant / Telemarketing Specialist
- Full Time CSI
- California Senior Information Arcadia, CA Job Details Full-time $22
- $24 an hour 1 day ago Benefits Paid holidays Health insurance Dental insurance Paid time off Vision insurance Paid sick time Qualifications Objection handling (sales technique) Teamwork Microsoft Excel Microsoft Outlook Executive administrative support Sales management systems proficiency Relationship management CRM system proficiency Telemarketing Account management Office phone management Office experience Full Job Description Position Overview CSI Wealth Management is seeking an experienced, dependable, motivated, and detail-oriented Administrative Assistant / Telemarketing Specialist to join our growing team.
This role combines client service, administrative support, appointment scheduling, and proactive client outreach. The ideal candidate is personable, confident, organized, results-oriented, and committed to exceptional service in a professional financial services environment. Key ResponsibilitiesTelemarketing, Client Outreach & Appointment Setting Approximately 50
- 60% of this position focuses on outbound telemarketing, client follow-up, and generating qualified appointments for our financial advisors. Make a high volume of outbound calls to prospective and existing clients. Schedule qualified appointments for retirement analysis, investment management, financial planning, and estate planning consultations.
- Follow up with seminar, workshop, and client event attendees, as well as interested prospects.
Reconnect with previous prospects and consistently pursue follow-up opportunities. Confidently explain the value of consultations and professionally handle objections. Maintain accurate call, appointment, and follow-up records; meet daily and weekly appointment goals. Client Service & Communication Professionally answer and route calls; greet clients warmly. Respond to client requests promptly and coordinate review meetings. Maintain positive relationships with existing and prospective clients. Administrative & Office Operations Manage advisor calendars, confirmations, reminders, and scheduling. Handle mail, faxes, correspondence, and organized physical and digital files. Support daily office workflow and administrative operations. Document Processing, CRM & Data Management Prepare and track new account paperwork, transfers, and service requests. Update CRM records, perform accurate data entry, and generate reports. Assist with client review documentation and appointment tracking. Advisor & Team Support Prepare meetings, client correspondence, and post-meeting follow-up. Coordinate with team members to complete client requests. Marketing & Event Support Assist with client outreach and marketing campaigns. Post approved website/social media content and create basic materials in Canva. Support seminars, workshops, and client events, including attendee follow-up. Required Skills & Qualifications Strong telemarketing, outbound calling, sales, or appointment-setting experience highly preferred. Confident telephone presence; comfortable with high-volume calls and handling objections. Self-motivated, goal-oriented, reliable, punctual, and detail-oriented. Administrative experience in a professional office; financial services preferred. Experience with CRM systems such as ACT!, Redtail, Salesforce, or Wealthbox. Proficiency in Microsoft Word, Excel, and Outlook. Strong organization, communication, follow-through, and ability to manage deadlines. Compensation & Benefits Base pay: $22.00
- 24.00 per hour ($880
- 960 weekly for 40 hours). Performance-based appointment bonuses may add $1,500 or more per week, for potential total weekly compensation of $2,380
- 2,460 or more.
Bonuses are not guaranteed. Medical, dental, and vision insurance with company contributions. Paid sick leave, PTO, and paid holidays; Monday-Friday schedule, no weekends. Benefits after a 90-day introductory period, subject to plan terms and applicable California law. Why Join CSI Wealth Management? CSI Wealth Management is an established financial services firm in Arcadia, California, helping individuals and families with retirement planning, investment management, and estate planning needs. We value professionalism, teamwork, dependability, and outstanding client service. The role offers long-term growth, increased responsibility based on performance, and the opportunity to expand financial services knowledge. Apply Today Please submit your resume and include details about your telemarketing, appointment-setting, sales, and administrative experience. We look forward to hearing from you! CSI Wealth Management is an Equal Opportunity Employer.
Pay:
$22.00
00 per hour Expected hours: 40.0 per week
Benefits:
Dental insurance Health insurance Paid time off Vision insurance
Work Location:
In person
