Appointment Manager

Job Summary

A company is looking for an Appointment Manager to join their team in a remote capacity.

Key Responsibilities

• Communicate with current clients of Financial Advisers through outbound calls and emails
• Inquire about clients' interest in engaging with Financial Advisers using scripted questions
• Schedule reviews and manage appointments for assigned Financial Advisers

Required Qualifications

• High School Diploma or GED Equivalent
• Must pass a Criminal Background Check
• Proficiency in Microsoft Office (Word, Excel)
• Previous experience in sales or customer service is a plus
• Ability to build rapport with customers and maintain a positive attitude