What are the responsibilities and job description for the Scheduling Team Lead position at Schmitt-Sussman Enterprises Inc?
Exciting Opportunity:
Senior Scheduler at PFP - The Family Security Plan!
PFP - The Family Security Plan is a unique organization in the world of insurance. For over 50 years, we've been on a mission to make a positive impact on communities through strategic partnerships with local, regional, and national credit unions. As an organization dedicated to financial wellness, we empower the underserved community with affordable insurance protection.
What sets us apart? A vibrant team environment that values integrity, passion, care, drive and resilience. At our organization, we believe in fostering open connections and providing unwavering support from leadership and peers alike. Our commitment extends beyond policies – it's about engaging, educating, and securing what matters most to families, communities, and, of course, you.
Job Summary
We’re looking for a motivated and experienced Team Lead to join our Relationship Development team. In this role, you’ll be responsible for coaching outreach specialists, strengthening our relationships with credit union partners, and serving as a communication bridge between frontline staff and leadership. If you’re a natural leader who thrives in a team-focused, fast-paced environment, this is a great opportunity to grow your career with leadership potential.
Responsibilities
- Handle outbound phone communications and coach team members on effective call strategies
- Train staff on sales best practices, objection handling, and creating positive customer experiences
- Support and grow relationships with credit union partners
- Serve as a liaison between team members and senior leadership, including C-suite level communication
- Help foster a strong, collaborative, and high-performance team culture
Qualifications
- Required:
- Leadership or supervisory experience (current or recent)
- Strong communication and interpersonal skills
- Ability to lead by example and inspire team success
- Professional demeanor with confidence to communicate at all levels of the organization
- Preferred:
- Experience in outbound calling or member/customer engagement roles
- Familiarity with financial services or credit union environments
Benefits & Growth
- Competitive hourly rate up to $24/hour
- Opportunities for career advancement and expanded leadership responsibilities
- Supportive and team-oriented work environment
If you’re a proactive leader ready to take the next step in your career, apply today to join our growing team!