Remote Outbound Concierge Specialist

Forbes Advisor; United States; Remote; USD 42,000 - 56,000; Full time

Job summary

Forbes Advisor is seeking an Outbound Concierge Specialist to proactively contact consumers who submit service inquiries. You will verify needs, assess eligibility, and connect them with suitable providers, delivering a concierge-level experience.

The role requires a customer-focused, highly responsive attitude and the ability to handle a high volume of calls while maintaining quality and compliance with scripts and guidelines.

Qualifications

• Experience in outbound calling, tele sales, lead qualification, customer service, call center operations, or appointment setting.
• At least 1 year of experience in Sales or as a Sales Development Representative.
• Strong verbal communication and active listening skills.

Responsibilities

• Outbound Consumer Outreach and timely follow-up with new leads.
• Build trust and establish rapport during initial conversations.
• Deliver a professional, consultative, and customer-focused experience.
• Manage multiple outbound leads while maintaining quality and productivity.
• Lead Qualification: verify contact information and service requirements.
• Confirm consumer intent and interest in receiving assistance; complete LQQs.
• Identify qualifying and disqualifying criteria per campaign/guidelines.
• Gather accurate information to determine consumer eligibility and provider fit.
• Provide empathetic, professional, and solution-oriented service; handle objections effectively.
• Maintain compliance with campaign requirements and quality guidelines.

Skills

Outbound calling

Sales

Customer service

Lead qualification

Call center operations

Appointment setting

Verbal communication

Active listening

Documentation accuracy

Tools

Salesforce

Microsoft Office

Job description

Forbes Advisor is seeking an Outbound Concierge Specialist to proactively contact consumers who submit service inquiries. You will verify needs, assess eligibility, and connect them with suitable providers, delivering a concierge-level experience.

The role requires a customer-focused, highly responsive attitude and the ability to handle a high volume of calls while maintaining quality and compliance with scripts and guidelines.