Note: The job is a remote job and is open to candidates in USA. Pyramid Consulting is recruiting for a confidential client for a Lead Qualification Specialist (Customer Service). The role engages prospective high-net-worth customers, qualifies leads, schedules appointments, facilitates warm transfers to financial professionals, and documents interactions in the CRM.
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
Skills
- 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
- Associate's or bachelor's degree preferred
Benefits
- Health insurance (medical, dental, vision)
- 401(k) plan
- Paid sick leave (depending on work location)
Company Overview
Company H1B Sponsorship