Virtual Scheduler

Milrich Virtual Professionals, LLC is currently looking for US-based Virtual Schedulers. Schedulers will be making calls on behalf of financial and insurance wholesalers to set up appointments for them with advisors. These may be cold calls and would require the scheduler to successfully navigate through a possible gatekeeper via phone and/or email in order to reach the financial advisor (or the individual who handles the advisor’s calendar). Responsibilities:

• Schedule appointments
• Respond to emails/calls within one hour from 9am-5pm
• Manage client work as a priority when it comes in during business hours
• Clear, consistent, and timely communication with the team and clients

Desired Skills:

• Able to navigate between email, call log, call list, online phone system, online mapping system and wholesaler’s calendar without getting flustered
• Expert attention to detail
• Proficient in Google docs; knowledge of Excel, Word, and Outlook extremely helpful
• Sales experience a plus

Requirements:

• 2-4 Years of Remote (Work from Home) Experience
• Comfortable making cold calls
• Not easily rejected
• Able to work independently
• Able to pass background check
• Cheerful phone disposition
• Able to talk on the phone for 1-4 hours at a time with no interruptions (children, animals, etc.)
• Fast / Reliable Internet and Phone (Wired or Cell) Connection
• Computer Skills: Minor Troubleshooting, Excel, Google Workspace
• Must currently reside in the U.S.

Availability Requirements:

• Minimum 4 hours M-F between the hours of 9am-5pm
• Minimum 20 hours per week (during normal business hours)

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