Onschedule Appointment Coordinator

3 weeks ago


Palo Alto, California, United States FIS Recruitment Full time
Job Overview

We are seeking a highly motivated and organized individual to join our team as an Onschedule Appointment Scheduler. In this role, you will be responsible for scheduling appointments with prospective members who have inquired about estate planning services.

Key Responsibilities
  • Perform outreach to prospective members who have expressed interest in estate planning services.
  • Schedule appointments with field sales representatives to conduct presentations.
  • Follow up with missed appointments or cancelled appointments to reschedule.
  • Ensure scripting compliance and confirm scheduled appointments.
Requirements
  • Ability to meet personal and team qualitative and quantitative targets.
  • Proficiency with computers, particularly with dialer software, and strong typing skills.
  • Ability to overcome objections on outbound calls.
  • Call center experience is a plus, and preferred.
  • Sales experience with warm or cold prospects is beneficial.
  • Strong communication, both written and verbal.
What We Offer

As a member of our team, you will have the opportunity to work in a dynamic and fast-paced environment. We offer competitive compensation and benefits packages, as well as opportunities for professional growth and development.



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