Appointment Scheduler (Work From Home)
Timeline Optimization Group
United Statesvia LinkedIn
Timeline Optimization's mission is to help job seekers find attractive opportunities before they become widely advertised. We are not a staffing firm or agency. Timeline Optimization does not hire directly for these positions—we identify and validate them in real-time from actual employers.
Employer Industry: Marketing and Client Relationship Management
Why Consider This Job Opportunity
- Starting pay up to $14.00 per hour, with eligibility for a raise after 90 days
- Opportunity for career advancement and growth within the organization, including promotions to management and HR roles
- Clear career path with the potential to move into a higher-paying Advisor Support Coordinator position
- Flexibility to work from home after initial training at the employer's main office
- Supportive and engaging work environment focused on client satisfaction
What To Expect (Job Responsibilities)
- Communicate with current clients of financial advisers by phone and email (no cold calling)
- Conduct scripted qualifying questions to understand client interests and needs
- Schedule, confirm, and manage adviser appointments efficiently
- Follow up with clients to maintain engagement and ensure a positive experience
- Keep adviser calendars organized and accurate
What Is Required (Qualifications)
- High school diploma or GED
- Must successfully pass a criminal background check
- Proficient with Microsoft Word and Excel
- Excellent communication skills and professional phone presence
- Organized, detail-oriented, and capable of multitasking effectively
How To Stand Out (Preferred Qualifications)
- Experience in customer service, scheduling, or sales
#Marketing #ClientRelations #RemoteWork #CareerGrowth #CustomerService
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