Customer Service Representative — Appointment Setter

Financialize; United States; Remote; USD 35,000 - 55,000; Full time

Job summary

A leading company in financial services is seeking a Customer Service Representative (CSR) for an appointment-setting role. This remote position involves making calls to interested leads, verifying their information, and scheduling appointments with licensed financial professionals. Join a supportive team that values performance and offers flexible work arrangements without the stress of cold calling.

Benefits

100% remote work – no commute

Monday to Friday schedule – no weekends or major holidays

Paid training and ongoing support

Qualifications

• Previous experience in a phone-based role (customer service, appointment setting, or sales).
• Comfort with basic computer tools and CRM systems.
• Willingness to receive feedback and improve through coaching.

Responsibilities

• Make outbound calls to consumers who have requested contact.
• Follow a proven script to verify information, explain our service, and schedule soft appointments.
• Document call outcomes and notes clearly and accurately in our system.

Skills

Strong communication skills

Empathy

Professionalism

Tools

CRM systems

Basic computer tools

Job description

Customer Service Representative — Appointment Setter

Customer Service Representative — Appointment Setter

At Financialize.com, we turn clicks into connections—and those connections into real opportunities for financial professionals. We’re a fast-growing, tech-savvy lead generation company that helps advisors connect with people who actually want to talk. There is no cold calling, no chaos, just smart systems and warm leads.

We believe great people deserve great work. That’s why we’ve built a flexible, remote-first team that values performance, positivity, and people who show up ready to grow. If you’re dependable, driven, and excited about making someone’s day just a little easier, this might be your new favorite job.

Role Description

As a Customer Service Representative (CSR) – Appointment Setter, you’ll be the friendly first voice our leads hear. These folks already raised their hand and asked to talk—your job is to make that connection count.

You’ll confirm their interest, explain how we help them connect with a licensed financial professional, and schedule a soft appointment that fits their schedule.

• No cold calls
• No pressure

Just real conversations with real people looking for help with their financial future.

If you love connecting with others and want to work in a role where your voice truly matters, we’d love to hear from you.

Key Responsibilities

• Make outbound calls to consumers who have requested contact.
• Follow a proven script to verify information, explain our service, and schedule soft appointments.
• Document call outcomes and notes clearly and accurately in our system.
• Represent Financialize.com with professionalism, clarity, and care on every call.

What You Bring:

• Previous experience in a phone-based role (customer service, appointment setting, or sales).
• A reliable home-office setup, including a computer, headset, and high-speed internet.
• A quiet, distraction-free work environment.
• Strong communication skills and the ability to take accurate notes.
• Comfort with basic computer tools and CRM systems.
• Willingness to receive feedback and improve through coaching.

Preferred Qualifications:

• Experience in outbound calling, telemarketing, or appointment setting.
• Ability to engage with empathy, confidence, and professionalism.
• Strong written communication skills to summarize calls accurately.

What We Offer

• 100% remote work – no commute.
• Monday to Friday schedule – no weekends and no major holidays.
• Paid training and ongoing support.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

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