Senior Phone Operations Associate
6 days ago
The Investors Edge is seeking a highly skilled and experienced Senior Phone Operations Associate to join our team. In this role, you will be responsible for converting warm leads into scheduled appointments through daily calls and text messages. This entails managing conversations with up to 50 leads per day, following a prescribed script, and ensuring seamless interactions.
Key Responsibilities
- Conducting daily calls and texts to convert leads into scheduled appointments
- Managing conversations with up to 50 leads per day
- Following a prescribed script to ensure consistency and effectiveness
- Maintaining accurate data management and follow-up in CRM systems
Requirements
- At least 2 years of recent phone-based experience in roles such as customer service, phone surveys, or appointment setting (sales experience is not required)
- Proven ability to manage 30+ calls per day and maintain 5+ hours of phone activity daily
- A solid track record in meeting or exceeding performance metrics and KPIs
- Experience with CRM platforms like HubSpot or Salesforce, VOIP or soft phone systems, and confident handling of phone conversations while adhering to scripted dialogues
Benefits
The Investors Edge offers an attractive compensation package, including:
- Competitive salary: $85,000 - $105,000 per year
- Comprehensive benefits package, including health care stipend, life insurance, vision, dental, and full coverage for Telemed and Tele-Mental health services for both you and your family
- Robust 401K plan with a 4% employer match and Dollar for Dollar contributions
- Flexible PTO policy supporting a healthy work-life balance
About Us
The Investors Edge is a top workplace recognized for innovation, accountability, and financial empowerment. We prioritize our employees' well-being and career development, offering a range of perks and benefits to support their success.
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