Consult Coordinator

72% Flex
Full Remote
38 - 65 K yearly
Remote from:United States
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Consult Coordinator

72% Flex
Remote: Full Remote
Salary: 38 - 65K yearly
Work from: United States...

Offer summary


Bachelor's degree, Experience in Salesforce, , Ring Central, or Chili Piper scheduling system.

Key responsabilities:

  • Contact qualified clients for Advisor consultations
  • Manage client interactions and schedule appointments
  • Log calls and data on Salesforce efficiently
  • Excellent listening and communication skills with prospects
  • Dial prospects, manage email responses, and uphold appointment confirmations
Anderson Business Advisors logo

Anderson Business Advisors

201 - 500 Employees

Job description

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Your missions

Job Details
Job Location:    Remote - Remote, NV
Position Type:    Full Time
Salary Range:    $20.00 - $30.00 Hourly

Earn up to $65k a year working from the comfort of your home with a leading company known for its dynamic and supportive work culture. This remote call setter position is ideal for energetic and outgoing individuals skilled in setting appointments and managing client interactions. If you have a background in sales administration and exceptional computer skills, we're looking for someone like you to join our professional team and propel your career forward.


Pay: Hourly Pay + Bonuses for total earnings up to $50,000 - $65,000 annually with full benefits.


Excel in a role where you will connect with individuals who have already expressed a strong interest in our services.  In this position, you will engage with prospects who have reached out for a consultation with our sales experts or have sought additional details about our offerings—eliminating the need for cold calling. Your task will involve inquiring about the client's needs, meticulously recording their responses in our database, and seamlessly scheduling an appointment to link them directly with our dedicated Advisor team members for a live conversation.


You must have exceptional listening skills along with the ability to engage with prospective clients comfortably and confidently so that they feel like they are having a conversation and not being asked a list of questions! 


Job Responsibilities:

  • Contact highly qualified prospective clients and gather the information for an Advisor consultation.
  • Connect with prospects, actively listen, qualify, and schedule consultations for them with an Advisor
  • Provide detailed notes from the qualifying call for the Advisor to facilitate the consultation
  • Comfortability navigate Salesforce (CRM) by logging calls, notes and other required data into the system
  • Send timely confirmation emails to every prospect scheduled with an Advisor
  • Manage email responses effectively, with keen attention to follow-up and follow-through
  • Answer returned calls and promptly respond to all voicemail messages in a timely manner
  • Efficiently dial at least 150 prospects per day; with a goal to schedule 20-25 consults per day
  • Bonuses are paid on performance and results - the more consults that turn to sales, the higher the bonus


Best qualified candidates will:

  • Love talking to people on the phone and has outstanding communication skills
  • Has the ability to learn from a script but not sound scripted
  • Have exceptional listening skills and the ability to engage in a conversation with the prospective client so that it feels like a professional conversation
  • Be personable, have proper speaking, listening, and phone etiquette skills
  • Have proficiency in using correct grammar, spelling, and punctuation
  • Be self-motivated, goal-oriented, positive, and coachable
  • Have excellent time management skills and attention to detail, completing tasks accurately and promptly
  • Be proficient using GSuite, Gmail, Calendar, Drive, Docs, and Sheets
  • Experience in Salesforce Lightning, Ring Central, or Chili Piper scheduling system is a plus
  • A bachelor's degree
  • Experience with a professional services company is a benefit


Job Type: Full-time


Schedule: Sunday - Thursday or Wednesday - Sunday

8-hour work day


Will have a set schedule starting between 9 AM and 12 PM EASTERN (6 AM and 3 PM PACIFIC)
(Once a schedule has been decided, it will be the required schedule each week)


Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 4 years in a row!


 Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work in 2020, 2021, 2022, and 2023 by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients. 

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.


At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.


We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.


Anderson Advisors offers robust benefits including:

  • Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
  • Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
  • Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
  • Plan for the future with a 401(k) matching program, starting at 4% after just 3 months of employment.
  • Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
  • Stay active with a $35 monthly gym membership subsidy.


Please note that a full background check, drug screen, internet, and social media search are required for employment. Anderson is an equal opportunity employer, committed to diversity and inclusion as defined by the EEOC.


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Required profile


Spoken language(s):
Check out the description to know which languages are mandatory.

Soft Skills

  • Outstanding communication & listening skills
  • Good time management & attention to detail
  • Self-motivated team-oriented person
  • Positive coaching aptitude with phone etiquette
  • Proficient in GSuite & grammar/spelling
  • Adaptable script learner with professional conversation skills

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