Mitarbeiter Terminierung / Kundenkontakt (m/w/d) – Minijob
Core
Telephonic appointment setting for new and existing clients to schedule consultations with financial advisors.
Role type
Junior customer contact / appointment setter
Builds
Consultation appointments for the advisory team
Domain
Financial services / Advisory
Deliverable
client delivery
Required skills
telephone communication, active outreach, friendly communication, reliability, follow-up management, documentation
Preferred skills
prior experience in sales or appointment setting
Responsibilities
Contact new and existing customers by phone, schedule consultation appointments, follow up with existing contacts, document feedback and appointment requests, coordinate appointments, support the advisory team in preparing for client meetings