Part Time  Financial Service Appointment Scheduler
Posted 2025-04-06Our Client, a Fortune 500 Financial Services Company, is seeking an individual who is looking for an opportunity to gain experience in a corporate environment. This is an excellent opportunity to work in a large corporate organization and learn their corporate culture and service lines.
Financial Service Appointment Scheduler Benefits...
 Obtain experience in a large corporate environment
 Potential to be extended and potentially full time depending on the success of the program.
 Remote position with commission opportunities base on the amount of meetings set ($10/meeting).
Financial Service Appointment Scheduler Requirements
 You are passionate about customers/clients and are not easily deterred by rejection.
 You can work in a fast-paced environment where multitasking and organization skills are required.
 You have an understanding of Financial Services and Investments
 You are a team player who is self- motivated, has a sense of urgency, and looks for process improvement.
 You are able to make a large amount of outbound calls (45/hr)
 You have strong interpersonal, and communication skills.
Financial Service Appointment Scheduler Description
 You will be scheduling prospects for appointments with our client's Financial Advisors.
 Utilize the lead generating systems to make 45 outbound calls per hour.
 Explain the investment products and services to potential customers.
 You will receive training on all systems, scripts and specifics of the products and services.
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