Appointment Manager

A company is looking for an Appointment Manager to join their team in a remote capacity. Key Responsibilities Communicate with current clients of Financial Advisers through outbound calls and emails Inquire about clients' interest in engaging with Financial Advisers using scripted questions Schedule reviews and manage appointments for assigned Financial Advisers Required Qualifications High School Diploma or GED Equivalent Must pass a Criminal Background Check Proficiency in Microsoft Office (Word, Excel) Previous experience in sales or customer service is a plus Ability to build rapport with customers and maintain a positive attitude