Expivia Interaction Marketing Group Inc.
Appointment Scheduler (Work From Home)
Summary
Expivia Interaction Marketing Group Inc. is hiring an Appointment Scheduler / Client Relationship & Scheduling Coordinator to support financial advisers by engaging with existing clients. The role focuses on qualifying client needs, scheduling and managing appointments, and maintaining a positive client experience in a permanent work-from-home position after initial onsite training.
What you'll do
Communicate with current clients of financial advisers via phone and email (no cold calling).
Ask scripted qualifying questions to understand client interest and needs.
Schedule, confirm, and manage adviser appointments.
Follow up with clients to maintain engagement and a positive experience.
Keep adviser calendars organized, accurate, and up to date.
Requirements
High school diploma or GED (required).
Customer service, scheduling, or sales experience (preferred).
Ability to successfully pass a criminal background check.
Proficiency with Microsoft Word and Microsoft Excel.
Excellent communication skills and professional phone presence.
Strong organization, attention to detail, and ability to multitask.
Positive attitude and commitment to client satisfaction.
Conditions
Employment type: Full-time.
Work arrangement: Work from home after mandatory initial in-person training.
Initial training location: Expivia main office in Erie, PA.
Starting pay: $12.50–$14.00 per hour (based on experience).
Eligible for a pay increase after 90 days.
Career growth: Promotion from within; path to Advisor Support Coordinator role.