What are the responsibilities and job description for the Scheduling Specialist position at RJP Estate Planning?
RJP Estate Planning is the largest estate planning firm in Arizona. We pride ourselves on our ability to provide comprehensive estate planning so our clients can preserve the estate for which they have spent their lifetime building.
At RJP, we value our employees and the role they play in helping to grow and shape our company. We all wear many hats and take pride in our teamwork mentality. Working in this capacity allows you the opportunity to learn and grow within our business. Our biggest asset is our employees, and we are looking for the right person to come grow with us.
We are seeking a motivated and professional phone representative for the Scheduling Specialist position. This is an in-office position.
RESPONSIBILITIES - The primary role of the Scheduling Specialist is to set appointments with prospects and existing clients that respond to various marketing campaigns. There is NO COLD CALLING.
DUTIES:
- Include but not limited to: Make outbound calls to prospects and clients to set appointments following event attendance, email response, website inquiry, mailers, etc. and follow up as necessary.
- Correctly schedule appointments on a shared calendar in CRM. Correctly capture and/or verify client information.
QUALIFICATIONS:
- Strong professional phone skills and verbal communications
- Customer Service skills
- Basic computer skills
- Experience with CRM or computer use
PERSONAL ATTRIBUTES:
- Great attitude and friendly demeanor
- Self-motivated and driven
- Punctual and dedicated
- Responsible with assigned tasks
PAY - Salary Range is a base hourly wage plus earned commission and bonus.
Job Type: Full-time
Pay: $40,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $40,000 - $60,000