Purchasing agent Jobs in Erie pa

We are seeking an Appointment Manager (AM) to join our team!

THIS IS A WORK-FROM-HOME POSITION!

Selected Applicants will contact existing clients of Financial Advisers to attempt to schedule a meeting to discuss their financial situation. New hires will be educated on best practices for maintaining the Client / Adviser Relationship.

Apply now for the ability to join an exciting, professional, growing organization. With growth comes the need for additional Management, HR, and Client Service Positions which we will primarily fill from in-house

Responsibilities Communicate with current clients of Financial advisers (through Outbound Calling and Email) to :

• Inquire about their level of interest in engaging with the Financial Advisers through a series of scripted qualifying questions.
• Touch base and follow up with all Current Clients
• Schedule reviews of the client's present accounts
• Manage the schedules / appointments of all assigned Financial Advisers
• Most of the people contacted have a long and warm relationship with their Financial Advisor and are awaiting the call.

Please note : You will not be cold calling or attempting to sell anything

Qualifications :

The base pay rate for this position begins @ $12.50 with an additional $1.50 in incentives

Please fill out the online application and attach your resume. Resumes may also be sent to [email protected]