Rowland Investisure
This is a remote position.
(Part-time, Full-time, Flexible Around Other Jobs if Necessary, 100% REMOTE)
Who we are looking for…
We are looking for passionate Client Relations Appointment Setters to join our team. In this role, you will be responsible for providing exceptional service and booking client meetings over Zoom. You will use your knowledge and expertise to understand customer needs, troubleshoot issues, and provide solutions that exceed their expectations. To be successful in this role, you must have excellent customer service skills, be organized and detail-oriented, and can handle multiple tasks in a fast-paced environment. You must also have a strong understanding of Zoom, Google calendar, Microsoft Excel and Calendly. Experience with employee benefits and the ability to interpret policies and plan documents is A+. An understanding of Roths, IRAs, 401Ks, and savings accounts and other related benefits is also A+. If you are highly motivated, possess a strong understanding of building relationships with people, have customer service skills, and have a commitment to providing exceptional service, we want to hear from you!
Our Industry & About us:
We have locations across the globe. What we do is help people with how to save money, retirement planning, 401k, IRAs, stocks bonds, mutual funds, life insurance, college funding for kids, you name it, we can help. We even help people save on taxes for businesses and
financial purposes, timing in our industry is crucial, money is constantly moving, seeing close to 3 trillion dollars moving annually.
Why this industry?: People are trying to take back control of their pensions, property, and investment accounts. Then people working in different markets as well, such as Millennials and Gen Z are learning about it. So we have the capability of sitting with people to give them better options for their future, and provide educational information to help them understand their options. Our moto is, leave no families behind.
Qualifications:
Provide exceptional customer service
Setting up potential clients with stakeholders to determine best solutions
Understand customer needs and troubleshoot issues
Provide solutions that exceed customer expectations
Maintain organized and detailed records and reports
Handle multiple tasks in a fast-paced environment
Demonstrate strong knowledge of employee benefits
Interpret benefits and plan documents
Some talent development skills
Some talent management and leadership skills
Have an understanding of related employee benefit accounts and be able to learn quickly
Ensure customer satisfaction by providing exceptional customer service
Perform administrative duties as required
Entrepreneur mindset
Requirements
Responsibilities include:
Scheduled appointments via appropriate systems and strategies
Obtain customer information and set sales appointments
Check for available appointment times and book appointments in a computerized system
Setting appointments for prospective and interested customers
Set appointments for the sales team
Talent management, recruiting, sourcing and talent development
Setting promotional appointments with interested customers
Call the customer to confirm appointment and follow up with any missed appointments
Exceed appointments made /appointments show goal per designated assignment
Paid after outside sales completes scheduled appointment with prospect and must close business
Calling or meeting with prospects, qualifying and appointment setting
Setting up service appointments
Making presentations and presenting it to a group of prospects
Business development essential duties
Set appointments with new businesses
Set appointments for representative meetings
Achieve a high number of completed sales appointments
Notify necessary departments when an appointment is scheduled
Identify potential clients and set appointments for top sales executives
Benefits
Compensation & Employment Type:
1099 employee
Commission Only based Pay
Unlimited earning potential
**Production-Based; Advancement; Equity; Bonuses; Stock-Options; Profit Margins; Paid Travel**
Remote/ WFH
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
Rowland Investisure
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