Job Description

This is a remote position. Work schedule:

• 40 hours a week
  
• Mon Tues and Thurs: 11:00 AM – 8:00 PM (Break: 3:00 PM – 4:00 PM
  
• Saturday & Sunday: 12:00 PM – 9:00 PM (Break: 4:00 PM – 5:00 PM
  
• (All times are Eastern Standard Time – EST)
  

Job Title: Customer Support Representative (with Sales & Appointment Setting Background Preferred)

Responsibilities:

• Respond promptly to inbound leads generated by our digital marketing campaigns—aiming to contact potential clients within 5–10 minutes of their inquiry
  
• Conduct friendly and informative outreach calls to potential clients to introduce our services and gather basic information
  
• Answer client inquiries via phone, email, or chat with professionalism and empathy
  
• Schedule appointments for senior sales advisors or specialists to conduct more in-depth consultations
  
• Utilize downtime effectively by performing light outbound follow-up calls to warm leads
  
• Collect and document basic financial information to help assess clients’ potential eligibility for our services
  
• Guide clients through the early stages of the engagement process with clarity and patience
  
• Maintain accurate records of all interactions and lead status updates within our CRM
  
• Follow up with prospects to answer any outstanding questions or re-engage cold leads
  
• Coordinate with internal teams to ensure a smooth handoff of appointments and client information
  

Requirements:

• Strong verbal and written communication skills with a calm, confident phone presence
  
• Previous experience in a customer support, administrative, or appointment setting role
  
• Some sales background is preferred, especially in financial services or consultative environments
  
• A genuine desire to help clients, with a customer-first mindset
  
• Ability to explain services clearly and patiently to individuals in varying financial situations
  
• Comfortable handling objections and basic FAQs, while knowing when to escalate
  
• Familiarity with CRM systems and digital tools for communication and task tracking
  
• Self-starter who can work independently while adhering to guidelines and timelines
  
• Open to completing a brief certification or training process (approx. 2 hours)
  
• Professional, empathetic, and resilient when handling multiple inquiries or challenges
  

Independent Contractor Perks

• HMO Coverage for eligible locations
  
• Incentives
  
• Permanent work-from-home
  
• Immediate hiring
  

ZR_24462_JOB

Jobicy JobID: 123007

Job Tags

Remote job, Permanent employment, Full time, For contractors, Weekend work, Sunday, Saturday,

Similar Jobs