Client Scheduling Administrator/Receptionist (In-Office)

Description

Golden Reserve is looking for an experienced Client Scheduling Administrator (CSA). Our CSA is a mix of a receptionist and a Customer Service Representative. Unlike other financial institutions, this is NOT just an administrative role – you are a vital part of the sales and marketing teams. 

As a CSA, you would be responsible for (1) Acting as the primary point of contact for inbound callers, providing information about our process and ensuring a positive experience. (2) scheduling appointments with Retirement Planners. (3)  Client follow up for statement and intake chase. (4) Working closely with the Scheduling Team Manager to support the team's goals and objectives.

As a Client Scheduling Administrator, you will be part of our high-performing team. We run TV Shows, Radio Shows, Ads and other marketing activity across 7 cities generating phone calls and web forms that have to be handled with extreme care. The Client Scheduling Administrator is dedicated to handling those inbound leads by following our scripts, and getting the caller scheduled to meet with a member of our team. This role is integral to our mission of empowering retirees with clear, actionable financial guidance.

What we ask

· Client Service Excellence: Understanding that we are entrusted with the life savings of our clients is a huge responsibility, that we do not take lightly.

· Be The Heart: Ensure our Sales team is supported so that we can help more families – while being the compassionate front-line for our communication and client experience to our clients.

· Commitment: we know we must earn your trust, but we expect every recruit to be committed to our process and systems of managing client services and support to learn the GR-Way.

· Ownership: taking ownership and personal pride in the client communication process, ensuring our team has all the necessary items and information in order to deliver a world-class client experience.

What we provide:

· Competitive Salary – Starting annual base salary of $40,000.00 plus; additional bonus incentives also available of up to $500.00 per month.

· Benefits - Generous time off policy, Health Insurance, Vision Insurance, Dental Insurance, 401(k), & Life Insurance.

· Growth Potential - Full-time position with opportunities for career growth within a mission-driven company.
 

WORK SCHEDULE:

Please note: This position will require working a full weekend once every 3 weeks with two weekdays off to balance the work week.

The rotating schedule in summary is:

Week 1: Work Monday – Friday

Week 2: Work Monday – Thursday. Off Friday. Work Saturday – Sunday.

Week 3: OFF Monday and Tuesday. On Wednesday – Friday. Off Saturday – Sunday.

And repeat.

If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume.

Before you apply, we encourage you to explore Golden Reserve's mission and unique approach to financial planning through the provided links:

· Watch our TV show, Expedition Retirement: https://www.youtube.com/channel/UCwCkZujo5qfXawlLRNHbdnw · Listen to our radio and podcast shows: https://goldenreserve.com/radio-and-podcast/ 

· Read our CEO's Amazon bestselling book, Fire Your Financial Advisor: https://www.amazon.com/Fire-Your-Financial-Advisor-Exploitation-ebook/dp/B0BSB5Q5C6
 

· Visit our website: https://goldenreserve.com/ 

Requirements

 Previous administrative experience required 

Salary : $40,000