Financial Service Appointment Setter

Interview on Friday 9/01/2017,
All Interview will be on through SKYPE please add: mrbrav09
Interview hours from (1230am - 6am Philipino time)/(US time: 930am - 2pm)

Work Schedule
Monday - Saturday
from 12pm - 7pm in US. or 3am -10am over in Philippine.


• Performs a variety of administrative functions.
• Schedules appointments, gives information to members and takes dictation.
• Called members to provide information and set up appointments for field agent
• Performs general administrative duties
• Established and maintained client database
• Contact members for new services, and fraternal benefits
• Composes memos, transcribes notes, and researches and creates presentations.
• Generates reports, handles multiple projects
• Generate weekly reports
• SETUP 3 APPOINTMENTS A DAY

This appointment can be generated from the following channel.
- Mail board
- Smart office (many reasons to contact members)
- 49 ways to contact members
- GPO
- Policy review
- Term conversion
- Life policy, LTC, DI and retirement cash flow.

• Has knowledge of commonly-used concepts, practices, and procedures within a particular field.
• Has knowledge of commonly-used of computer, Microsoft Office, Internet and email programs
• Relies on instructions and pre-established guidelines to perform the functions of the job.
• Self motivate, willingly to learn and take on new challenge
• Etc…..