Lead Generator Appointment Setter

THIS IS NOT A REMOTE POSITION. POSITION WILL BE STATIONED AT A OFFICE IN TULSA, OK

Are you looking for an exciting career? We’ll help you reach, stretch, and realize your full potential. Come join a winning team, a culture that treats you like family and gives back to the community. A great opportunity is waiting; let’s get started!

Rose Tax Solutions was founded in 2017 and has grown to become a top-rated, full-service tax firm dedicated to practicing tax law and strategic planning for Consumers and Businesses. Our solutions include tax preparation, tax debt resolution, bookkeeping, Insurance, and credit coaching services. Headquartered in Tulsa, Oklahoma, Rose Tax Solutions holds several states licenses and leverages its expertise and reputation to obtain the best contracts with premier insurance carriers who specialize in products geared to the senior and low-income populations.

We are seeking a personable, bright, full-time Appointment Setter to assist our agent with generating outbound leads and setting appointments.

This entry-level position will work with customers to access their Medicare needs and then set appointments for the customers to speak to a licensed insurance advisor that will complete the enrollment. A successful candidate needs to have a can-do attitude, able to overcome objections, communicate effectively via phone. We will provide training and ongoing support to ensure your success.

This an integral part of our Sales Team. In addition to working with the Sales team, there may be some light duties on the Customer Service Team.

 Handling phone calls and email requests from customers regarding scheduling appointments, and general questions.

•   Making Outbound calls.
  

•   Will be making 100 calls daily.
  

•   Will be getting referrals from clients and potential clients.
  

•   Must be a salesperson at heart.
  

•   Must be willing to sell on the phone.
  

•   Support the Medicare Sales team.
  

•   Handle and resolve customer complaints in a timely manner.
  

•   Deliver superior customer service in a highly ethical and professional manner
  

•   High School diploma.
  

•   2 years of experience in Customer Service
  

•   At least one year of Outbound Sales Calling experience.
  

•   Knowledge of Microsoft Office Applications
  

•   Strong computer, internet research skills, and social media skills
  

•   Personable – bring great energy
  

•   Excellent interpersonal skills
  

•   The ability to work well with all levels of management, internal staff, as well as outside
  

  customers and vendors
  

 Sensitivity to confidential matters

COVID 19- NOTE: During these challenging times, Rose Tax Solutions continues to serve our clients and they know they have our support. Together, our advisors are helping our seniors stay informed, provide camaraderie even if just online for now, and ensure they have access to the benefits they need now more than ever. Temporarily our appointments are held virtually and over the phone. Our team meetings will be virtually. Limited in office activity to maintain the safety of our Staff.

Rose Tax Solutions is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veterans status

Why Work Here?

Fun work environment, management opportunities, base and commissions, and lots of room for growth. Rose Tax Solutions was founded in 2017 and has grown to become a top-rated, full-service tax firm dedicated to practicing tax law and strategic planning for Consumers and Businesses. Our solutions include tax preparation, tax debt resolution, bookkeeping, Insurance, and credit coaching services. Headquartered in Tulsa, Oklahoma, Rose Tax Solutions holds several states licenses and leverages its expertise and reputation to obtain the best contracts with premier insurance carriers who specialize in products geared to the senior and low-income populations.

Address

107 N. Greenwood Avenue

Tulsa, OK USA Industry

Business