Job Description

Job Description

Job Description

Local HQ based Financial Services office working in the fastest growing demographic in the nation needs a big smile, fun hard working receptionist who loves working with clients.

Responsibilities:

• Front Desk Reception, Phones and Client Greeting
• Appointment Setting and Confirmations (a must experience)
• Monthly Marketing Event Confirmations with Clients
• Local Client Marketing Events; client check in, greeting, and event success coordination.
• Client follow up, appointments and responses to client requests.
• Maintain Client Database, CRM and files.

Qualifications:

• Prior Phone Appointment Setting, Scheduling and Confirmation Experience
• Ability to build trust and confidence with Clients.
• Ability to be on time, prioritize and multitask as needed.
• Positive and professional appearance and outlook
• Excellent people skills, as well as written and oral skills.
• Have fun, enjoy helping people and building a career/retirement.

POSITION AVAILABLE IMMEDIATELY TO PERFECT CANDIDATE

 

Company Description

Looking for the right, motivated, engaging and kind person who wishes to accelerate their career assisting our company continue to grow and serve our clients.

HQ Plano, TX, Remote Offices in Ft Worth, Houston, The Woodlands, Arlington.

Company Description

Looking for the right, motivated, engaging and kind person who wishes to accelerate their career assisting our company continue to grow and serve our clients.\r\n\r\nHQ Plano, TX, Remote Offices in Ft Worth, Houston, The Woodlands, Arlington.

Job Tags

Local area, Immediate start, Remote job,

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