Intake Specialist Job at Cherry Assistant

• We are hiring a Intake Specialist (Financial Services) for a financial services marketing agency. This is a Full-Time remote role for a US based client. The role is focused on answering inbound calls from consumer leads, qualifying prospects, and booking appointments for financial advisors while maintaining CRM accuracy and compliance. The ideal candidate is a clear and confident English communicator with a warm phone presence, highly organized, detail-oriented, resilient under pressure, and dependable for weekend coverage.

Key Responsibilities:

• Answer inbound calls promptly during assigned shifts and provide a professional, empathetic caller experience
• Qualify leads using provided criteria and scripts; capture accurate intake details and disposition each call
• Schedule consultations on advisor calendars, manage callbacks, and handle light SMS/email follow-ups as needed
• Document every interaction in the CRM with complete and accurate notes; maintain up-to-date lead statuses
• Adhere to compliance, privacy, and do-not-call guidelines; avoid providing financial advice
• Meet or exceed KPIs (speed to answer, conversion to appointment, show rate support)
• Escalate urgent or high-priority leads according to defined playbooks
• Collaborate with the client team to optimize scripts, FAQs, and scheduling workflows
• Provide end-of-day and weekly performance reports

Required Qualifications:

• 2+ years of experience working in an inbound call center, reception, intake, or appointment-setting
• 2+ years of experience with proven success converting inbound interest into kept appointments
• Excellent spoken and written English with a clear, and strong active listening skills
• Proficiency with modern CRMs and VoIP/softphone tools; fast and accurate data entry
• Reliable availability to work weekends (Saturday and Sunday, 4 hours each) aligned to US time zones

Preferred Qualifications:

• Experience supporting US-based financial advisors, wealth management, or insurance teams
• Familiarity with compliance-related call handling (TCPA/DNC) and sensitive data handling
• Hands-on experience with popular CRMs, VoIP systems, and scheduling tools used by advisory firms

Required Skills & Tools:

• CRM proficiency (e.g., Salesforce, HubSpot, Zoho)
• VoIP/softphone systems (e.g., RingCentral, Aircall, Dialpad)
• Scheduling and calendaring tools (e.g., Calendly, Google Calendar, Outlook)

Schedule & Pay:

• Full-Time position; Monday – Friday 11 AM – 7 PM EST
• Fully remote role for a US based client
• Pay Range R14,000 – R16,000 per month
• Annual Increase, structured onboarding, script/SOP support, performance coaching and growth potential