We present at schools across Los Angeles County every week, and teachers sign up on the day to have their pension explained to them. Your job is to call those people and get them onto an agent’s calendar. You are the front of the whole thing.
Open your assigned agent’s list and work it top to bottom. Before you dial, text the person their appointment card so your call is expected rather than a surprise. Then call from the agent’s own number.
When someone says yes, put them into an actual open slot on that agent’s calendar while you have them on the phone. If they do not pick up, the follow-up email goes out and they drop back down the queue for another pass.
Reach out ahead of every appointment to confirm it. If they need to move, reschedule it there and then rather than letting it lapse. Reschedules and cancellations get updated the same day, every day.
A hundred dials a day, twenty appointments set a week, and seventy-five percent of them held. Those are real numbers and you would see yours every day, because the system counts them from the phone system and the calendar rather than from anything you type in. Booking an appointment that then no-shows does not count for much here — confirming is how you hit the held number, and confirming is most of the difference between an average coordinator and a good one.
You do not sell anything and you do not give advice. You are not explaining pensions, quoting products, or answering financial questions — that is the agent’s job in the meeting you booked. If somebody asks you something technical, the right answer is that the agent will cover it.
You also do not have to find leads. They come from presentations we run at schools. Everyone on your list put their own name down.
Somebody who is genuinely comfortable on the phone all day and does not mind hearing no. Call center, appointment setting, collections, reception, retail — any of it counts if it means you can hold a warm conversation with a stranger and ask for something at the end of it.
The people you call are teachers, aides and school staff, often in their sixties, often nervous about money. They need patience and a normal human voice, not a script read at them. A good part of them are more comfortable in Spanish, so Spanish is a real advantage here.
No license and no financial background needed. We will teach you the words.
About five minutes. If it looks like a fit, we will be in touch to arrange a time to talk.
Thank you for applying. We read every one, and we are working through them in order. If you look like a fit for the role we will email you to arrange a time to talk.