Financial Services Appointment Specialist

Jucebox, LLC.; Mission (KS); Remote; USD 40,000 - 60,000; Full time

Job summary

A financial services company in Kansas is seeking a Licensed Financial Services Agent/Advisor to generate conversations and sales opportunities with inbound leads. You'll be responsible for converting leads into appointments while maintaining daily execution of tasks. The ideal candidate should possess strong communication skills, work effectively under pressure, and have a proactive mindset. This role requires availability during US Central Time hours, Monday to Friday.

Qualifications

• Must pick up the phone easily.
• Strong English communication skills, both written and verbal.
• Ability to learn quickly and be hungry for knowledge.
• Quiet home office with reliable, fast internet.

Responsibilities

• Generate conversations and sales opportunities.
• Convert leads into initial appointments.
• Execute daily team and administrative tasks.
• Self-generate calls and follow-ups.

Skills

Expert communication skills

Building rapport

Attention to detail

Proactivity

Integrity

Job description

A financial services company in Kansas is seeking a Licensed Financial Services Agent/Advisor to generate conversations and sales opportunities with inbound leads. You'll be responsible for converting leads into appointments while maintaining daily execution of tasks. The ideal candidate should possess strong communication skills, work effectively under pressure, and have a proactive mindset. This role requires availability during US Central Time hours, Monday to Friday.