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Appointment Setter

Senior Financial Group Knoxville ,TN
  • Posted: over a month ago
  • $15 Hourly
  • Full-Time
  • Benefits: 401k, dental, life_insurance, medical, vision
Job Description

Do you enjoy speaking on the phone and helping seniors? We are seeking a full-time Appointment Setter to join our team.

You will be responsible for making outbound calls to prospective clients from leads with the goal of scheduling qualified appointments with SFG Field Agents. This role also answers inbound calls from lead campaigns, referrals, and marketing efforts. Be part of a dedicated team that helps seniors find the right senior insurance products to suit their needs with the goal of building long-term client relationships. Medicare is confusing, and we make it simple, focusing on education with a high-touch, service-based approach.

Personal Characteristics and Competencies

  • skilled at communicating verbally and in writing
  • patient and able to speak with seniors effectively by phone
  • a self-managed individual, who can organize and prioritize tasks
  • a caring individual who is sincerely concerned about helping potential clients
  • drive to succeed with proven track record

Knowledge, Skills, and Abilities

  • effectively navigate a CRM (Customer Relations Management) system
  • communicate effectively by phone with ease and clarity
  • accurately document client communications and information in internal databases
  • listen carefully to assess the potential client’s needs and attitudes
  • be flexible and change directions as needed to address a specific client’s concerns
  • strong negotiation skills
  • able to leverage technology to reach goals

Responsibilities

  • Schedule qualified appointments with prospective clients from inbound and outbound calls
  • Maintain record of client contact information
  • Track lead sources in CRM
  • Perform other administrative and customer service duties as assigned

Basic Job Requirements

  • HS diploma or equivalent
  • Experience in a professional office setting
  • Previous experience in sales, customer service, or other related fields
  • experience working with a CRM (Customer Relations Management system)
  • computer and internet proficiency, especially proficiency with Microsoft Office Suite
  • proficient communication in English (verbal and written); excellent grammar and spelling
  • able to sit for long periods of time, able to enter information by keyboard at a reasonable rate of speed, able to hear well over the phone, and able to see and read information on a computer screen and on printed documents

Experience/Licensing that May Help You to be Successful on this Job

  • experience working with seniors
  • customer service
  • data entry
  • telemarketing or fundraising experience

 

Company Description
Senior Financial Group (SFG) has been assisting Medicare beneficiaries and their families across Tennessee meet their financial and health insurance needs for over 30 years. We provide expert, unbiased assistance to Medicare recipients who expect and deserve exceptional service and the highest-quality insurance at the best price.

The key to our success is our people, and we are always on the lookout for talented and motivated individuals to grow with us. We offer competitive pay and benefits including medical, dental, vision, STD, LTD, basic and voluntary life, student loan paydown assistance, 401K with match, teladoc, and more.

Senior Financial Group

Why Work Here?

Family-friendly, growing company with talented people, great benefits, and a bright future!

Senior Financial Group (SFG) has been assisting Medicare beneficiaries and their families across Tennessee meet their financial and health insurance needs for over 30 years. We provide expert, unbiased assistance to Medicare recipients who expect and deserve exceptional service and the highest-quality insurance at the best price. The key to our success is our people, and we are always on the lookout for talented and motivated individuals to grow with us. We offer competitive pay and benefits including medical, dental, vision, STD, LTD, basic and voluntary life, student loan paydown assistance, 401K with match, teladoc, and more.

Address

10201 Parkside Drive
Knoxville, TN
USA

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