Appointment Scheduler (Work From Home)

Job Description

JOB  SUMMARY

What To Expect (Job Responsibilities)

• Communicate with current clients of financial advisers by phone and email (no cold calling)
• Conduct scripted qualifying questions to understand client interests and needs
• Schedule, confirm, and manage adviser appointments efficiently
• Follow up with clients to maintain engagement and ensure a positive experience
• Keep adviser calendars organized and accurate

What Is Required (Qualifications)

• High school diploma or GED
• Must successfully pass a criminal background check
• Proficient with Microsoft Word and Excel
• Excellent communication skills and professional phone presence
• Organized, detail-oriented, and capable of multitasking effectively

How To Stand Out (Preferred Qualifications)

• Experience in customer service, scheduling, or sales

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