Base salary + commission.
GENERAL SUMMARY OF DUTIES AND RESPONSIBILITIES:
This role will be the primary scheduler and appointment setter for the firm. you will play a crucial role in assisting the admin and service team with various needs.
Primary purpose of position is to consistently fill our 3 advisors’ schedules with qualified appointments. This is achieved by scheduling face to face appointments based on qualified leads and seminar overflow. Another objective of this role is to respond in a timely fashion to each lead from various sources, as well as handle follow up with our Tier 1 clients.
HOURS: 8:30am – 5pm with a 30-minute lunch break
Knowledge, Skills & Abilities:
Job Type: Full-time
Supplemental pay types:
Work Location: One location
Our Mission Statement:
Challenging you to fearlessly live like every day is Saturday.
Our Core Values: