Job Description
**Client Scheduling Administrator** We are seeking an experienced Client Scheduling Administrator to join our team, responsible for handling inbound leads and scheduling appointments with Retirement Planners. **Job Description** Golden Reserve is a mission-driven company that empowers retirees with clear, actionable financial guidance. As a Client Scheduling Administrator, you will be part of our high-performing team, handling inbound leads and scheduling appointments with Retirement Planners. **Key Responsibilities:** • Act as the primary point of contact for inbound callers, providing information about our process and ensuring a positive experience. • Schedule appointments with Retirement Planners. • Engage with new prospects to help them gather and provide the necessary information as they prepare for their meeting. • Work closely with the Scheduling Team Manager to support the team's goals and objectives. **What We Ask:** • Client Service Excellence: Understand that we are entrusted with the life savings of our clients and take this responsibility seriously. • Be The Heart: Ensure our Sales team is supported so that we can help more families while being the compassionate front-line for our communication and client experience. • Commitment: Be committed to our process and systems of managing client services and support to learn the GR-Way. • Ownership: Take ownership and personal pride in the client communication process, ensuring our team has all the necessary items and information in order to deliver a world-class client experience. **What We Provide:** • Competitive Salary: Starting annual base salary of $40,000.00 plus additional bonus incentives available of up to $500.00 per month. • Benefits: Generous time off policy, Health Insurance, Vision Insurance, Dental Insurance, 401(k), & Life Insurance. • Growth Potential: Full-time position with opportunities for career growth within a mission-driven company. **Work Schedule:** • This position will require working a full weekend once every 3 weeks with two weekdays off to balance the work week. • The rotating schedule is as follows: • Week 1: Work Monday – Friday • Week 2: Work Monday – Thursday, off Friday, work Saturday – Sunday • Week 3: Off Monday and Tuesday, work Wednesday – Friday, off Saturday – Sunday