Job Summary
Regional Scheduler: Responsible for working as part of a team to support the Outside Sales Representatives through setting appointments with qualified leads and existing clients that meet their business plans, quotas, and company objectives.
Paragon Planners has been in business since 2002 and continues to experience tremendous growth. Our business is grounded in a culture where everyone comes to the day to bring the best and positively impact others. Promoting professional growth and paving the way for advancement is central to us.
We schedule appointments and manage calendars for our clients (wholesalers/salespeople) who represent some of the top firms in the Financial Industry. We are looking for people who shine and enjoy building relationships through the phone, in a virtual setting. Our clients are looking for a professional member to join their team long term and to work collaboratively together to build and maintain a successful territory. This position is 90 percent phone work.
Responsibilities Include:
Schedule appointments, plan travel routes and maintain client's calendar
Contact leads via phone and email to schedule meetings with qualified financial advisors for our clients
Must be able to make a high volume of outbound calls and communicate professionally with high-level executives
Meet daily/weekly metrics: (15-20) calls per hour and, on average, scheduling 1 appointment for every 8-12 calls (established territories) or 1 appointment for every 15-20 calls (less established territories). These numbers will vary by client. Client variation will be covered thoroughly in the interview process
Requirements:
Key Characteristics: 1. High Integrity 2. Positive Attitude 3. Strong Work Ethic
Have a competitive drive, desire to learn and grow, be self-motivated
Communication: Able to write and speak clearly, effectively, and professionally
Proficient computer skills in a Windows-based environment. Must be able to move quickly and fluidly through multiple programs and internet browser tabs at once
A confident and friendly phone presence
Accountability: Take responsibility and ownership for your results on a daily and hourly basis
Ability to prioritize work and multi-task effectively and efficiently
Ability to work from a professional remote worksite
Ability to obtain and maintain a dedicated landline/VOIP line
A desktop PC is preferred for this position. A laptop can be used if you have an external keyboard and mouse. (MAC is not compatible)
The Minimum System Requirements are:
o Windows 7 and up
o Android laptops and tablets will NOT support our software: Google Chromebook and pixelbook, Lenovo Yogabook, Samsung Tablets, etc.
o IOS tablets and mobile devices will NOT support our software: iPad, Itouch, etc.
o MAC's will NOT support our software
o 2 GB memory (4 GB preferred)
o 500 GB hard drive (at least 20 GB free hard drive disk space)
o 2.0 GHz processor (2.60 GHz preferred)
o Current anti-virus and anti-spam software. Please note McAfee and Norton Antivirus are not compatible with our software.
Recommended antivirus software: Kaspersky, Webroot SecureAnywhere, Trend MicroAntivirus+, AVG, Avast.
Open positions are part-time. Are you available to work at least 10-30 hours per week, Monday through Friday, between 6:30 am to 4:00 pm PST? In the first 6 weeks of training, your hours are flexible and we do not guarantee your ideal number of hours. Rate of pay: $12.00-$14.00 per hour depending on experience.
We are currently accepting resumes from the following states: AZ, CA, FL, KS, MO, NC, OH, OR, PA, SC, TX & WA.
Submit a resume & cover letter to Opportunities@paragonplanners.com. State in the subject line: Regional Scheduler. If you have experience in the financial industry, please state in the subject line: Regional Scheduler/Industry Experience. Resumes and Cover Letters will only be accepted in PDF or Word format. Resumes submitted without a cover letter will not be reviewed.
This is an employee position: Follow our hiring process, complete an application, and accept the terms of employment. Covered under Workman's Compensation and Unemployment Insurance. You may be eligible for monthly expense reimbursement, health insurance benefits and 401k matching (US residents only, please).
We do not discriminate on the basis of race, color, religion, national origin, sex, age, disability, or any other status protected by law or regulation. It is our intention that all qualified applicants be given equal opportunity and that selection decisions be based on job-related factors.
