Outbound Coordinator with FINRA License - Riverside California

Company: VirtualVocations
Location: Riverside, California
Posted On: 02/05/2025

A company is looking for an Outbound Coordinator responsible for engaging retirement plan participants and retail customers interested in financial services.



Key Responsibilities

Make a high volume of outbound calls to warm leads interested in financial services
Assess customer needs and schedule appointments with financial consultants
Record interactions in customer relationship management software and ensure high appointment completion rates


Required Qualifications

High school diploma or equivalent; associate's degree preferred
Ability to interpret customer needs and match them with relevant products or services
Proven ability to maintain regulatory-driven policies and procedures
Operational and organizational skills with the ability to manage complex tasks
FINRA fingerprinting required More...

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