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Scheduling Specialist

2 months ago

Salt Lake City, United States The Investors Edge Full time
Job DescriptionJob DescriptionSalary: $60,000


As our Schedule specialist you will be Calling 30 contacts per day and gathering information asking question and schedule a time for a meeting.


Essential Qualifications:

  • Work stability- Can not have more than 2 Jobs in the last 5 years
  • Can not be self employed in the last 6 months 
  • Last Two years plus years of most of the day on the phone. Must come from role that is mostly on the phone
  • High Volume Calls- . In current or most recent role talking to 30+ different people every day
  • Talk time- In current or most recent role talking to 5+ hours of talk/ Available time  
  • Performance- In current or most recent role performance metrics and KPI required 
  • History of achievements or awards, recognition, have you been given in personal, professional, sports in the past two years? Examples: Employee of the month, Top Salesperson, Softball team went to the finals.
  • Follow Defined call flow on every call defined script or call-outline provided by your employer… where there are consequences for not following the script
  • Data Management- IN most current role required to enter specific data in crm on every call and managed that accurately for every conversation
  •  Follow up In your current role were you required to make MULTIPLE FOLLOWUP CONTACTS (calls/text/email) with the same contact (scheduling, rescheduling, follow ups, etc.
  • Demonstrated ability to be coachable take and implement feedback in timely manner
  • Must be an EXTROVERT enjoys talking to people on the phone. Talks with confidence and competence on the phone. 


  • Compensation that doesn't require a magnifying glass to see:
    • $50K Base Salary (no peanuts, we promise)
    • Performance boosters up to $10K+ 
  • Benefits that'll make your friends jealous:
    • Health Care stipend 
    • Life, Vision, and Dental coverage 
    • 100% Telemed & Tele-Mental health coverage 
    • 401K with 4% match 
    • Flexible PTO (Paint The Office? No, the other kind of PTO)
  • Workspace that's more 'ooh' than 'ugh':
    • In-house Gym and Sauna 
    • Kitchen that could make a food critic weep, featuring the mythical Coke Freestyle machine (136 flavors of caffeinated bliss)
    • Desks that go up and down
    • Parking spots closer 


Success Metrics (or "How to Know You're Nailing It"):

    • Hold 20+ conversations per day
    • Follow a defined script for each interaction
    • Maintain accurate CRM data entry for every conversation
    • Make multiple follow-up contacts via calls, texts, and emails to schedule and reschedule appointments
    • Handle 30 new leads per day while managing a pipeline of existing leads
    • Achieve 4+ hours of phone talk time daily
    • Set an average of 6.5 appointments per day

The Investors Edge Secret Sauce (Essential Traits):

  1. Work stability- Can not have more than 2 Jobs in the last 5 years
  2. Can not be self employed in the last 6 months 
  3. Last Two years plus years of most of the day on the phone. Must come from role that is mostly on the phone
  4. High Volume Calls- . In current or most recent role talking to 30+ different people every day
  5. Talk time- In current or most recent role talking to 5+ hours of talk/ Available time  
  6. Performance- In current or most recent role performance metrics and KPI required 
  7. History of achievements or awards, recognition, have you been given in personal, professional, sports in the past two years? Examples: Employee of the month, Top Salesperson, Softball team went to the finals.
  8. Follow Defined call flow on every call defined script or call-outline provided by your employer… where there are consequences for not following the script
  9. Data Management- IN most current role required to enter specific data in crm on every call and managed that accurately for every conversation
  10.  Follow up In your current role were you required to make MULTIPLE FOLLOWUP CONTACTS (calls/text/email) with the same contact (scheduling, rescheduling, follow ups, etc.
  11. Demonstrated ability to be coachable take and implement feedback in timely manner
  12. Must be an EXTROVERT enjoys talking to people on the phone. Talks with confidence and competence on the phone. 




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