Note: The job is a remote job and is open to candidates in USA. Timeline Optimization Group is focused on helping job seekers find attractive opportunities. The Appointment Scheduler role involves communicating with clients of financial advisers, managing appointments, and ensuring a positive client experience.
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
Skills
- 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
- Experience in customer service, scheduling, or sales
Benefits
- Opportunity for career advancement and growth within the organization, including promotions to management and HR roles
- Clear career path with the potential to move into a higher-paying Advisor Support Coordinator position
- Flexibility to work from home after initial training at the employer's main office
- Supportive and engaging work environment focused on client satisfaction
Company Overview
Our platform bridges the gap between job seekers and diverse employment opportunities sourced from employers, staffing companies, recruitment firms, and job boards, while providing resources that empower users to explore career paths and make well-informed choices. It was founded in undefined, and is headquartered in , with a workforce of 2-10 employees. Its website is http://www.timelineog.com.