Solar Appointment Setter influencing potential customers in retail stores for Sunrun, the leading home solar and battery company. Foster relationships, educate customers on renewable energy, and expand the customer base.
About the role
- Appointment Scheduler at Expivia Marketing managing client relationships and scheduling adviser appointments. Flexible remote work after initial training at the office in Erie, PA.
Responsibilities
- Communicate with current clients of financial advisers by phone and email (No cold calling)
- Conduct scripted qualifying questions to understand client interest and needs
- Schedule, confirm, and manage adviser appointments
- Follow up with clients to maintain engagement and a positive experience
- Keep adviser calendars organized and accurate
Requirements
- High school diploma or GED (required)
- Experience in customer service, scheduling, or sales (preferred)
- Must successfully pass a criminal background check
- Proficient with Microsoft Word & Excel
- Excellent communication skills and professional phone presence
- Organized, detail-oriented, and able to multitask effectively
- Positive attitude and commitment to client satisfaction.
Benefits
- Flexibility of working from home
- Career Growth
- Clear Career Path
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