Job Description
Join a Professional, High-Performance Remote Team
We are a U.S.-based digital marketing company serving financial advisory firms nationwide. Our work directly supports professionals who help individuals prepare for retirement and protect their financial future.
We are seeking a polished, dependable, and client-focused Appointment Setter / Client Services Representative who takes pride in delivering an exceptional experience at every interaction.
This is not a script reader role. It is a professional client-facing position requiring emotional intelligence, attention to detail, and strong communication skills.
Applicants must currently reside in Hermosillo, Sonora, Mexico.
The Role
You will serve as the first human connection between our company and individuals who have requested information through our website.
Your responsibility is to engage warm prospects, build rapport quickly, and schedule qualified appointments with our sales representatives while ensuring a ...
We are a U.S.-based digital marketing company serving financial advisory firms nationwide. Our work directly supports professionals who help individuals prepare for retirement and protect their financial future.
We are seeking a polished, dependable, and client-focused Appointment Setter / Client Services Representative who takes pride in delivering an exceptional experience at every interaction.
This is not a script reader role. It is a professional client-facing position requiring emotional intelligence, attention to detail, and strong communication skills.
Applicants must currently reside in Hermosillo, Sonora, Mexico.
The Role
You will serve as the first human connection between our company and individuals who have requested information through our website.
Your responsibility is to engage warm prospects, build rapport quickly, and schedule qualified appointments with our sales representatives while ensuring a ...
Ready to Apply?
Take the next step in your AI career. Submit your application to AIM | Advisor Internet Marketing today.
Submit Application