A Scheduler or Operations Coordinator provides scheduling and logistical support for an office, company or organization. May specialize in scheduling required for production or for administrative work.
Redlands, CA Job Details Part-time | Full-time $20 - $25 an hour 17 hours ago Benefits Paid training Flexible schedule Qualifications Objection handling (sales technique) Spanish Interpersonal skills English Administrative experience Attention to detail Organizational skills Telemarketing Full Job Description DTLA Retirement Solutions is seeking a confident, professional, and bilingual Client Intake & Appointment Coordinator to join our Redlands office. This individual will serve as the first point of contact for prospective clients who have requested information through our social-media marketing campaigns. The primary responsibility is to make outbound calls, engage prospective clients, identify their needs, and schedule qualified appointments with our insurance and retirement specialists. This position also supports front-desk operations and provides general administrative assistance. The ideal candidate is energetic, highly organized, dependable, and excellent on the phone. You must be comfortable speaking with new people, following a proven script, overcoming initial objections, and consistently following up with leads. Duties Make outbound calls to prospective clients who have requested information through our online and social-media campaigns. Professionally introduce our firm, identify the reason for the client's inquiry, and schedule appointments with the appropriate advisor. Respond promptly to incoming calls, text messages, and client inquiries. Confirm upcoming appointments and follow up with clients who need to reschedule. Maintain accurate lead notes, contact information, and appointment statuses in our CRM system. Provide a welcoming and professional experience for clients visiting the office. Manage calendars and coordinate appointments for insurance and retirement consultations. Follow company scripts, procedures, and follow-up systems. Assist with data entry, document collection, filing, and other general office responsibilities. Protect confidential client and financial information at all times. Meet daily outbound-calling and appointment-setting expectations. Qualifications Bilingual in English and Spanish is required. Excellent verbal communication skills in both languages. Confident, friendly, and professional phone presence. Previous experience in appointment setting, customer service, telemarketing, lead follow-up, reception, or an office environment is preferred. Comfortable making a high volume of outbound calls and speaking with prospective clients. Strong organizational skills and attention to detail. Proficient with computers, email, Microsoft Office, calendars, and basic CRM systems. Ability to follow scripts while still sounding natural and conversational. Dependable, punctual, coachable, and able to work independently. Insurance or financial-services experience is helpful but not required. About Us DTLA Retirement Solutions is an established insurance and retirement-planning firm with more than 20 years of industry experience. We help individuals, families, and business owners protect their financial futures through life insurance, living benefits, retirement-income strategies, annuities, and tax-efficient retirement solutions. We are looking for someone who takes pride in being the first voice our prospective clients hear and understands the importance of creating a professional, welcoming, and trustworthy first impression.
Pay:
$20.00 - $25.00 per hour Expected hours: No more than 40.0 per week
