The 401k Advisor Line Hiring for Appointment Setter/Telemarketer at Remote Full Time

About us

We are fast-paced, autonomous, professional and our goal is to connect our clients with qualified 401k prospects looking to review their retirement plan ahead of potentially making changes..

Our work environment includes:

• Modern office setting
• Work-from-home days

The 401k Advisor Line is looking for a motivated sales professional with a background in healthcare, financial services, or real estate to join our team.

The ideal candidate will have experience in a high-growth environment and be able to demonstrate strong communication skills and excellent interpersonal skills. This individual will be responsible for generating appointments for our financial advisor/clients.

Responsibilities:

• Develop new business opportunities by generating leads and converting them into bookings for our advisor clients
• Identify and qualify businesses for 401k plan reviews/consultations
• Follow up on leads and contact status
• Set up appointments, follow-up on new business opportunities, and generate sales referrals
• Other duties as assigned

Experience:

• High school diploma or equivalent required
• Strong interpersonal skills with the ability to handle pressure and meet deadlines
• Strong verbal communication skills, both written and spoken, along with the ability to work effectively in a team environment
• Previous experience in customer service, sales, finance, or other related fields preferred

Job Types: Full-time, Part-time

Pay: $15.00 – $18.00 per hour

Benefits:

• Flexible schedule
• Paid training
• Work from home

Experience level:

• 1 year

Shift:

• 8 hour shift
• Day shift
• Evening shift
• Morning shift

Supplemental pay types:

• Weekly bonus

Weekly day range:

• Monday to Friday

Work setting:

• Call center
• Office
• Remote

Experience:

• Customer service: 1 year (Preferred)

Work Location: Remote