Offer summary

Qualifications:

Strong work ethic and compassion, Excellent time management, decision-making skills, Effective written and verbal communication, Experience in a collaborative and consumer-focused setting.

Key responsabilities:

Call and match webinar attendees and consumers with advisors using scheduling software and CRM systems.

Engage with advisors to schedule appointments as reports required.

Job description

The Company:

Advice Chaser is a disruptive, people-centered professional referral service. Our mission is to connect everyday investors with the best financial guidance from the best financial advisors. Our advisor partners share this vision, and we help them connect with the clients they are best suited to serve.

Job Description:

Were looking for an agile, savvy, entrepreneurial individual to join our remote scheduling team and help us match consumers with financial advisors. Your work will be critical to the success of your teammates and our company.

Responsibilities:

Call webinar attendees for feedback and to offer them our matching service.
Call consumers who fill out a form to be matched with an advisor.
Use our scheduling software and CRM to report on calls and schedule consumers to meet with advisors.
Call advisors to notify them of appointments scheduled.
Send occasional emails to share content with consumers.
Contribute to a company culture of motivated, driven professionals who support each other in maintaining a relentless work ethic, and move each other to continually improve our offering.
Be willing to be honest and straight with everyone in the company. We deal openly with one another - no exceptions, no nonsense.
Show up with flexibility and an inclination to adapt to a market that is in constant motion.

Must-haves:

Solid work ethic, compassion and respect for colleagues, partners, and consumers, and a strong commitment to using critical thinking and creativity to help us grow as a company and a team.
Strong time management, organization, and decision-making skills are critical
A self-starter, invested in our mission and goals, motivated to problem solve and create.
Strong written and verbal communication and meticulous note taking.
Work well in a collaborative, purpose-driven, consumer-focused environment.
Adaptable in an environment of constant change, we thrive on rapid response to developing shifts.

Compensation and Benefits:

Base Salary of $50k annually
Bonus: Uncapped and tied directly to your performance
On target earnings $84k annually
Open vacation policy
Were a team. That means we love working with each other and encouraging each other to do our best.
We work hard because were excited about what were doing in the industry. Every day we help the best financial advisory practices to serve their clients and grow their practice while providing regular folks access to the best financial guidance and education.

Advice Chaser is an equal opportunity employer.

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