Job Details

ID #53693398
Estado Oklahoma
Ciudad Oklahoma city
Full-time
Salario USD TBD TBD
Fuente Oklahoma
Showed 2025-03-22
Fecha 2025-03-22
Fecha tope 2025-05-21
Categoría Servicio al cliente
Crear un currículum vítae
Aplica ya

Customer Contact Person

Oklahoma, Oklahoma city, 73101 Oklahoma city USA
Aplica ya

Customer Contact Person for Financial Advisor

This person will contact existing pool of customers to "check-in" and whenever possible to set up an appointment.

This person will schedule appointments for a follow-up phone call, zoom visit, or perhaps a in home visit.

Most of these contacts are well established customers, so they know who it is that's calling them.

If they want to meet that's great and if not, you'll reach back out to them in 6 months or perhaps 1 year.

To some extend, this individual will call Christian churches to set-up a educational workshops.

Here again, the churches already know the organization.

If you are a church goer, the work might be more meaningful as it's a Christian organization, but not required.

Part-time. 12-15 hours/week. More hours available if appointments are being scheduled.

Work from home. No particular schedule. Even weekends.

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