Appointment Setter/Marketing Assistant

Cameron Advisors, LLC; Raleigh (NC); Hybrid; USD 60,000 - 80,000; Part time

Job summary

A forward-thinking company is seeking a motivated Appointment Setter/Marketing Assistant to join their team in Raleigh, NC. This part-time hybrid role offers the flexibility of working from home while engaging in essential tasks such as setting appointments, lead generation, and providing outstanding customer service. Ideal candidates will possess strong communication skills and a knack for organization. This is a fantastic opportunity to gain experience in the financial services industry, where your contributions will help clients navigate their financial journeys. If you are passionate about helping others and thrive in a dynamic environment, this role is perfect for you.

Qualifications

• Strong communication and customer service skills are essential.
• Experience in financial services is a plus.

Responsibilities

• Set appointments and manage scheduling for clients.
• Generate leads and provide excellent customer service.

Skills

Appointment Setting

Lead Generation

Communication Skills

Customer Service

Organizational Skills

Time Management

Education

High School Diploma

Additional Education

Tools

Microsoft Office Suite

CRM Software

Job description

Company Description

Cameron Advisors LLC is a registered investment advisory (RIA) firm based in Raleigh, North Carolina, providing comprehensive, fee-based financial planning services to individuals, families, and businesses in the area. As an independent firm, we offer unbiased, personalized advice and competitive account management fees for clients with at least $500K of investable assets.

Role Description

This is a part-time hybrid role for an Appointment Setter/Marketing Assistant at Cameron Advisors, LLC in Raleigh, NC. The role involves setting appointments, appointment scheduling, lead generation, communication, and customer service tasks. Some work from home is acceptable.

Qualifications

• Setting Appointments, Appointment Scheduling, and Lead Generation skills
• Strong Communication and Customer Service skills
• Experience in the financial services industry is a plus
• Ability to work independently and in a team
• Excellent organizational and time management skills
• Proficiency in Microsoft Office Suite
• Previous experience with CRM software
• High school diploma or equivalent; additional education is a plus

Seniority level

Entry level

Employment type

Part-time