Client Relations Associate Part Time Weekends

At Golden Reserve, we are disrupting the financial industry with retirement services that are right for Ohio retirees. We have 17 offices across the state and over a thousand clients. Every week, we run television and radio shows across the state generating dozens of phone calls to our appointment scheduling team.

Title: Client Relations Associate

This position is part of the Client Relations Team. The position requires phone excellence making callers feel comfortable, script adherence following a defined talk script for the call and using our CRM to schedule meetings with the caller for our planning team.

Schedule: This role is part-time. Shifts are Saturday (8am – 1:30pm) and Sunday (7:30am- 2pm & 5pm – 7pm). Minimum expectation is 4 shifts per month.

Compensation:

$20.00 Hourly Rate

Job Duties & Responsibilities:

• 
  Master the call scripts to ensure sales excellence in handling inbound and outbound calls
• Take inbound calls through our phone system and follow script to schedule appointments
• Make a friendly, warm and professional first impression for the Golden Reserve brand
• Keep all lead information updated in our technology systems
• Promptly complete all assigned tasks via our technology systems

Location:

• Remote (working from home or elsewhere)
• Must be able to reliably commute to Dublin, Ohio for training as needed

Phone support or phone sales: 3 years (Preferred)