Immediate need for a talented Lead Qualification Specialist (Customer Service). This is a 06+months contract opportunity with long-term potential and is located in U.S(Remote). Please review the job description below and contact me ASAP if you are interested.
Job ID:26-31459
Pay Range: $20 - $24/hour.
Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Overview
- The Lead Qualification Specialist supports the customer service and sales process by contacting prospective high-net-worth customers, qualifying leads, and scheduling appointments. This contract role offers long-term potential.
Key Responsibilities
- Contact prospective high-net-worth customers primarily by telephone, with email follow-up where approved.
- Deliver a professional, personalized, and responsive customer experience.
- Use approved discovery questions to understand customer needs, priorities, readiness, and preferred next steps.
- Qualify leads using defined business criteria and schedule appointments.
- Facilitate warm transfers to the appropriate financial professional, branch, or team.
- Accurately document all interactions in the CRM and monitor lead acceptance.
- Follow approved scripts and privacy requirements while participating in quality monitoring and continuous improvement activities.
Key Requirements and Technology Experience
- Two or more years of experience in high-net-worth customer service, financial services, private banking, wealth management, inside sales, appointment setting, premium hospitality, concierge services, luxury retail, or another high-touch customer environment.
- Superior verbal communication and active-listening skills.
- Polished and confident presence when engaging executives, business owners, professionals, and affluent customers.
- High degree of discretion, empathy, professionalism, and attention to detail.
- Consultative and customer-centered approach; comfortable supporting conversion goals without aggressive selling.
- Experience using CRM, telephone, email, and scheduling applications.
- Able to work assigned shifts, including selected evenings and weekends.
- Associate’s or bachelor’s degree preferred.
Our client and application process
- Our client is a leading Business Consulting Industry, and we are currently interviewing to fill this and other similar contract positions.
- If you are interested in this position, please apply online for immediate consideration.
Equal Employment Opportunity
- Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age