Part Time, more than 6 months You may contact this employer directly.
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Job Summary:
Do you thrive at relationship building, working independently, being organized, and making a difference? Would you enjoy working in the professional world from the convenience of your home office? This could be the job for you: must have a minimum of 20 hours weekly availability, hours will build based on client assignment The Job You will be in the driver's seat helping your client(s) build and maintain their relationships: planning the calendar, managing meeting frequency, and scheduling appointments with optimal drive times for a successful sales team in the financial industry. You will call on financial professionals, both existing and prospective clients. This is primarily phone work with 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 relationship builders. Week after week, we help build lasting relationships to expand our clients' businesses. 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. Responsibilities 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
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. Strong Work Ethic
Have a competitive drive, desire to learn and grow and be self-motivated Strong written, verbal, and interpersonal communication skills
Ability to prioritize work and multitask effectively
Proficient computer skills. Must be able to move quickly and fluidly through multiple programs and internet browser tabs at once
Excellent organizational skills, ability to problem solve, and high attention to detail
Ability to respond to email and voicemails Monday-Friday
A home office which allows for a quiet and uninterrupted work environment and a protected, clean space to store materials and supplies
A personal computer (see requirements below)
Education:
High School Diploma or equivalent
Experience:
Experience making inbound/outbound calls in sales or customer service relations, or scheduling appointments.
Other Requirements A working (PC) computer with an operating system of Windows 11 (MACS and TABLETS are not permitted no iPads/Chromebooks)
A high-speed internet connection with a minimum 50 Mbps
A router, Speakers/Headset, Microphone, webcam
A noise free home office environment
Job Classification:
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive Access our statewide or regional occupation report for more information about wages,
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