NEW - Virtual Appointment Setter - Work from home ID-7063
Job Opportunity: We are currently seeking candidates for a position within our esteemed financial services company. This role is available on both a part-time and full-time basis, focusing on delivering exceptional customer care. While the position is in the financial industry, it revolves around engaging with and assisting individuals. We prioritize candidates with excellent customer service skills and a genuine willingness to help others. This opportunity offers the flexibility to work remotely via Zoom, with the added option of working from a nearby branch location. It is crucial to note that this is not a call center or sales-oriented role, as customers are provided, eliminating the need for outbound prospecting.
Successful candidates will be self-motivated individuals with the ability to collaborate with diverse groups of people. They should exhibit strong team-building skills and thrive in overcoming challenges, demonstrating an ongoing commitment to personal and professional growth. Prior experience in the financial industry is not mandatory, as we primarily value candidates' social and interpersonal skills. We provide a comprehensive training program to fully equip new associates for the responsibilities of the position.
About Our Industry: The financial services industry has recently been recognized as the #1 growing career by the U.S. Department of Labor.
At Rowland Investisure , we are on a mission to service and protect the assets of 100 million families by 2030. As the fastest growing wealth management company in the US, we are changing the ways of the traditional financial industry. We can guarantee success for clients and aid them in achieving their ideal financial future with a sector-led approach. As a cornerstone of our company, we have the Fulfillment Formula, guiding our agents to their respective success in their Faith, Family, Finance, Fitness, and Fun. We strive to improve on each one of these points every day in our organization. This includes incentive trips around the world, as well as a team trip every year. Complementary training is completed in-house 2 to 3x per week at no charge to equip you with the necessary skills to take care of clientele properly as well as boost our agent's own financial literacy.
Responsibilities: In this role, professionals will engage in helping and educating individuals about their financial planning options. The beauty of our industry is its remote work capabilities, allowing flexibility in work location and hours. The position involves guiding and assisting customers with their financial planning needs. This includes areas such as retirement plan rollovers, investments, life insurance products, annuities, college plans, and more. Daily activities may involve assisting individuals with retirement planning, college planning, long-term care, life insurance, and more. A substantial percentage of the U.S. population lacks guidance in these areas, presenting an opportunity to make a meaningful impact.
Desirable Experience
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Phone Job, $45/hr, Remote, Night Shift, No Degree
Virtual Assistant, $50/hr, Evening, Remote, College Student
Remote Phone Job, $50/hr, College Student, Night Shift
Data Entry, $45/hr, Remote, Night Job, No Degree
Part-Time Customer Support, $40/hr, Remote, College Student
Data Entry, $40/hr, Evening Job, No Experience, Remote
Data Entry, No Experience, $50/hr, Remote, College Student
Virtual Assistant, $42/hr, Remote, Weekend, No Degree
Remote Live Chat, $40/hr, Weekend, No Degree, Part-Time
Virtual Assistant, $50/hr, Evening, Remote, College Student
Virtual Assistant, $40/hr, Weekend, Remote, No Experience
Remote Data Entry, $35/hr, No Experience, Evening/Night Job
Weekend Customer Support, $40/hr, Remote, College Student
Data Entry, Remote, $40/hr, Night Shift, No Degree
Virtual Assistant, $40/hr, Remote, No Experience, Night Job
Virtual Assistant, No Experience, $42/hr, Remote, Part-Time
Remote Phone Job, $40/hr, Part-Time, No Degree Required
Virtual Assistant, $42/hr, Remote, Weekend, No Degree
Data Entry, $35/hr, Remote, Evening Job, College Student
Remote Customer Support, $42/hr, Night Job, No Experience
Remote Customer Support, $45/hr, Part-Time, College Student
Virtual Assistant, No Degree, $40/hr, Remote, Part-Time
Remote Moderator, $40/hr, Weekend, No Experience Required
Remote Data Entry, $42/hr, Evening/Night Job, No Experience
Remote Phone Job, $45/hr, Part-Time, No Degree Required
Remote Moderator, $45/hr, No Degree, Weekend Job, Part-Time
Phone Support, Remote, $50/hr, No Experience, Night Shift
Data Entry, $45/hr, Remote, Night Shift, College Student Job
Virtual Assistant, No Experience, $42/hr, Remote, Weekend
Virtual Assistant, Remote, $50/hr, Part-Time, Night Shift
Customer Support, $35/hr, Remote, Evening/Night Job, No Degree
Remote Moderator, $35/hr, No Degree, Weekend, Part-Time
Remote Phone Support, $40/hr, Evening, No Experience Required
Remote Phone Job, $45/hr, Part-Time, No Degree Required
Phone Job, $35/hr, Remote, No Degree, Part-Time, Weekend
Data Entry, $40/hr, Part-Time, Remote, Weekend Job
Live Chat Support, $35/hr, Remote, No Experience Required
Remote Customer Support, $40/hr, No Experience, Part-Time
Data Entry, $40/hr, Evening Job, No Experience, Remote
Virtual Assistant, No Degree, $40/hr, Remote, Part-Time
Remote Phone Job, $45/hr, No Degree, College Student Friendly
Remote Customer Support, $45/hr, Part-Time, College Student
Virtual Assistant, No Degree, $40/hr, Remote, Part-Time
Customer Support, $42/hr, Weekend Job, Remote, No Degree
Customer Support, $42/hr, Remote, Evening, No Experience
Weekend Customer Support, $42/hr, Remote, College Student
Data Entry, $40/hr, Part-Time, Remote, Weekend Job
Phone Support, $50/hr, Weekend, Remote, No Experience
Data Entry, $40/hr, Remote, Evening, No Experience Required
Remote Phone Support, $45/hr, Night Job, College Student
Remote Data Entry, $40/hr, Part-Time, College Student Job
Live Chat Support, $40/hr, Weekend, Remote, No Degree
Virtual Assistant, No Degree, $40/hr, Remote, Part-Time
Phone Job, $35/hr, Remote, Part-Time, College Student
Remote Data Entry, No Experience, $40/hr, Part-Time
Remote Phone Job, $50/hr, College Student, Night Shift
Virtual Assistant, $45/hr, No Experience, Remote, Night Job
Virtual Assistant, $40/hr, Evening, Remote, No Degree
Data Entry, Remote, $40/hr, Evening Job, No Degree
Evening Virtual Assistant, Remote, $40/hr, No Experience
Remote Customer Support, $40/hr, No Degree, Evening Job
Remote Moderator, No Degree, $35/hr, Evening, Weekend Job
Remote Phone Job, $40/hr, Part-Time, College Student Friendly
Remote Phone Job, $45/hr, No Degree, College Student Friendly
Virtual Assistant, $40/hr, Evening, Remote, College Student
Customer Support, $35/hr, Night Job, Remote, No Experience
Remote Live Chat, $40/hr, College Student, No Experience
Phone Job, $35/hr, Remote, No Degree, Part-Time, Weekend
Live Chat Support, $35/hr, Remote, No Experience Required
Data Entry, $50/hr, Night Job, No Degree, Remote
Phone Job, $50/hr, Remote, No Degree, Part-Time, Weekend
Remote Customer Support, $40/hr, Part-Time, College Student
Virtual Assistant, Remote, $35/hr, Part-Time, Night Shift
Remote Customer Support, $42/hr, Weekend, No Experience
- Customer service
- Sales
- Marketing
- Accounting
- Managerial/leadership/entrepreneurial roles
Employment Type and Compensation: 1099 employee / Commission-based, minimum wage $10,000 month
In this role, professionals will engage in helping and educating individuals about their financial planning options. The beauty of our industry is its remote work capabilities, allowing flexibility in work location and hours. The position involves guiding and assisting customers with their financial planning needs. This includes areas such as retirement plan rollovers, investments, life insurance products, annuities, college plans, and more. Daily activities may involve assisting individuals with retirement planning, college planning, long-term care, life insurance, and more. A substantial percentage of the U.S. population lacks guidance in these areas, presenting an opportunity to make a meaningful impact.