Customer Contact Person for Financial Advisor

This person will call existing customers to touch-base and whenever possible set up an appointment.

This person will schedule appointments for me, so I can hold a phone visit, zoom visit, or an in-person visit.

Most customers already have an account, so know who is calling. If they want to meet great, if not, call another time (maybe in 6 months or 1 year).

To some extend, this person will also call Christian churches to set-up financial educational workshops. Here again, the churches already know me and the organization I represent.

Part-time. 10-12 hours/week. More hours available if appointments are getting scheduled. A big part of the calls, making contact 1-2 times a year.

Work from home. No particular schedule. Even weekends.