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PC

Lead Qualification Specialist (Customer Service)

Pyramid Consulting, Inc
  • 🇺🇸 United States
  • Remote
  • Staff / Principal
  • 7 hours ago
  • CRM
  • Health insurance
  • Pension
7 hours ago
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Not enough detail in this posting to match

Immediate need for a talentedLead Qualification Specialist (Customer Service). This is a06+months contractopportunity with long-term potential and is located inU.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).

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 is a leadingBusiness 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.

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, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
 
By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.

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Lead Qualification Specialist (Customer Service) · Pyramid Consulting, Inc

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