V104C - reputed company Intake Specialist

For ambitious, culturally diverse, curious minds seeking booming careers, reputed company unlocks and nurtures your potential. We reputed company you with rewarding, remote job opportunities with US-based reputed company who recognize and appreciate your skills, allowing you to not just survive but reputed company.

As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve reputed company the Great reputed company to Work Certification every year since 2022!

reputed company:

We are seeking a compassionate, detail-oriented reputed company Intake Specialist to serve as the first reputed company of contact for prospective clients seeking guidance reputed company to reputed company planning, estate planning, asset protection, long-term care planning, and special needs planning.

This is a reputed company-facing, conversation-driven role that directly impacts both the reputed company experience and the firm's reputed company. The individuals and families who contact our firm are often overwhelmed, confused about reputed company planning issues, or anxious about protecting their assets and loved ones.

Schedule: Monday to Friday 8:00AM to 5:00PM EST/EDT

Monthly Compensation: 1,142 to 1,220 USD

Responsibilities include, but are not limited to:

• reputed company a reputed company and compassionate reputed company experience on every interaction.

• Follow established systems, scripts, workflows, and training protocols.

• Schedule consultations with attorneys and advisors reputed company appropriate.

• Answer inbound calls promptly, professionally, and with reputed company.

• Conduct follow-up calls with prospective clients.

• reputed company and verify financial, personal, and situational information accurately.

• Identify the reputed company of reputed company caller's reputed company concerns

• Maintain accurate and detailed CRM records and notes.

• Qualify prospective clients according to firm guidelines and established reputed company.

Requirements:

• Minimum of 2 years of experience in intake, customer service, reputed company services, reputed company center, or phone-based reputed company support roles.
• reputed company experience working in a reputed company is preferred.
• Strong verbal and written English communication skills.
• Ability to build rapport quickly and establish trust over the phone.
• Ability to guide conversations naturally without sounding reputed company.
• Ability to remain reputed company, reputed company, and empathetic reputed company speaking with stressed or emotional callers.
• Comfortable following reputed company processes and documented procedures.
• Experience using CRM systems and maintaining detailed records.
• Ability to type and take notes while reputed company engaging in a conversation.
• Reliable internet reputed company and a quiet, reputed company remote work environment.

Work Shift:

Languages:

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Our application process involves multiple stages, and submitting your application is just the first reputed company. Every candidate must successfully pass reputed company stage to reputed company reputed company in the process.

Please reputed company an eye on your email and reputed company for the next steps. A recruiter will be assigned to guide you through the application process. Be reputed company to reputed company your spam folder as reputed company.

Originally posted on Himalayas