Appointment Scheduler (Work From Home)

Expivia Interaction Marketing Group; Alaska; Remote; USD 19,000 - 21,000; Full time

Benefits offered by this job

Remote work

Training in Erie, PA

Internal promotion opportunities

Job summary

Expivia Interaction Marketing Group seeks an Appointment Scheduler (Work From Home). After mandatory in-person training at Expivia's main office in Erie, PA, you’ll transition to a permanent remote role coordinating client appointments for financial advisers.

You’ll communicate with clients by phone and email, confirm and manage calendars, and follow up to maintain engagement. Starting pay is $14.00–$15.50/hour with a raise after 90 days.

Qualifications

• High school diploma or GED is required.
• Experience in customer service, scheduling, or sales is preferred.
• Must pass a criminal background check.
• Proficient with Microsoft Word & Excel.
• Excellent communication skills and professional phone presence.
• Organized, detail-oriented, and able to multitask.
• Positive attitude and commitment to client satisfaction.

Responsibilities

• Communicate with current clients of financial advisers by phone and email.
• Conduct scripted qualifying questions to understand client interest and needs.
• Schedule, confirm, and manage adviser appointments.
• Follow up with clients to maintain engagement and a positive experience.
• Keep adviser calendars organized and accurate.

Skills

Customer service

Scheduling

Phone communication

Organization

Multitasking

Professional phone presence

Positive attitude

Education

High school diploma or GED

Tools

Microsoft Word

Microsoft Excel

Job description

Appointment Scheduler (Work From Home)

Client Relationship & Scheduling Coordinator (Work From Home)

Company: Expivia Interaction Marketing Group

Location: Work From Home (Initial Training at Expivia's Main Office - Erie, PA)

Employment Type: Full-Time

Why You’ll Love This Role

Join a fast-growing, professional organization and enjoy the flexibility of working from home. After completing a mandatory in-person training at Expivia's main office in Erie, PA, you’ll transition into a permanent remote role where you’ll play a key part in keeping clients connected with their financial advisers.

What You’ll Do

• Communicate with current clients of financial advisers by phone and email (No cold calling)
• Conduct scripted qualifying questions to understand client interest and needs
• Schedule, confirm, and manage adviser appointments
• Follow up with clients to maintain engagement and a positive experience
• Keep adviser calendars organized and accurate

What We’re Looking For

• High school diploma or GED (required)
• Experience in customer service, scheduling, or sales (preferred)
• Must successfully pass a criminal background check
• Proficient with Microsoft Word & Excel
• Excellent communication skills and professional phone presence
• Organized, detail-oriented, and able to multitask effectively
• Positive attitude and commitment to client satisfaction

Compensation & Growth

• Starting Pay: $14.00 - $15.50 per hour (based on experience)
• Pay Increase: Eligible for a raise after 90 days
• Career Growth: Expivia Marketing promotes from within for management, HR, and client service roles.
• Clear Career Path: This position offers the opportunity to grow from Client Relationship & Scheduling Coordinator (Appointment Manager) into an Advisor Support Coordinator role - a higher-paying position with expanded responsibilities.

Why Work With Expivia

This isn’t just a scheduling job - it’s a key relationship-building role with room to grow. You’ll gain valuable experience, enjoy the flexibility of working from home, and be part of a company that prioritizes internal promotion as we expand.