Customer Service & Lead Qualifier | Calabasas, CA

$50k - $60k

LAMarketingStrategies.com

Los Angeles, CA

Job Description

Customer Service & Lead Qualifier | Calabasas, CA

$50,000 - $60,000 per year base salary plus performance bonus

Job Description

We’re hiring a Customer Service & Lead Qualification Representative for our Calabasas, CA office on behalf of our premier financial services client in the wealth preservation space. You’ll be the first point of contact for inbound clients who have already requested information about retirement and wealth preservation planning. You’ll answer questions, ask structured discovery questions using approved scripts, and hand qualified prospects to our senior account executives. This is an inbound customer service role with no cold calling and no closing.

What You’ll Do

Respond to inbound inquiries by phone and answer initial questions professionally
Use approved scripts to conduct discovery on client goals and financial positioning
Qualify leads and facilitate warm hand-offs to senior account executives
Record call details accurately in the CRM
Work on-site in a collaborative team environment with ongoing coaching and support

Compensation and Benefits

Guaranteed Base Salary: $50,000 - $60,000 per year (paid regardless of bonus performance)
Performance Bonus: Additional earnings tied to qualified lead hand-offs
Schedule: Full-time, Monday through Friday
Comprehensive Benefits: Health insurance, 401(k), and Paid Time Off (PTO)
Training: Elite paid training and structured script coaching

Qualifications & Licensing

Professional experience in customer service, inbound call centers, banking, hospitality, retail, or entry-level sales
Clear, professional phone communication and strong active listening skills
Reliable in-office attendance and punctuality
Comfort following compliance guidelines and structured scripts
Licensing: No financial, securities, or insurance license is required at hire.
Bilingual (English/Spanish) skills are a strong plus.

Location & Commute

Full-time, on-site role in Calabasas, CA . Easily accessible for candidates living in Woodland Hills, Agoura Hills, West Hills, Encino, Tarzana, Sherman Oaks, Studio City, Hidden Hills, Malibu, and Thousand Oaks.

How to Apply

Apply Directly: Submit your resume through this portal.

Managed via retained search by LA Sales Recruiter on behalf of our client. Equal Opportunity Employer.

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Customer Service & Lead Qualifier | Calabasas, CA in Los Angeles, CA vacancy

Travel Nurse RN - Case Manager - $2,655 per week in Burbank, CA
$2,655 per week
...RN) | Case Manager Location: Burbank, CA Agency: Advantis Medical Staffing... ...with Advantis Medical Staffing to find a qualified Case Manager RN in Burbank, California, 9... ...starting on day 1, along with our personalized service where we set the gold standard in...
Suggested
Full time
Contract work
Immediate start
Shift work
Day shift
TravelNurseSource
Burbank, CA
1 day ago
Travel Nurse RN - Case Manager - $2,735 to $2,935 per week in Glendale, CA
$2,735 - $2,935 per week
...Registered Nurse (RN) | Case Manager Location: Glendale, CA Agency: Ventura MedStaff Pay: $2,735 to $2,935 per week... ...TravelNurseSource is working with Ventura MedStaff to find a qualified Case Manager RN in Glendale, California, 91208! Are you ready...
Suggested
Weekly pay
Full time
Contract work
Flexible hours
Shift work
TravelNurseSource
Glendale, CA
1 day ago
Travel Nurse RN - Case Manager - $2,593 per week in Santa Monica, CA
$2,593 per week
...Case Manager Location: Santa Monica, CA Agency: Atlas MedStaff Pay: $2,... ...is working with Atlas MedStaff to find a qualified Case Manager RN in Santa Monica, California... ...with matching after 6 months. Telehealth services for ease of use when an office visit isn’...
Suggested
Hourly pay
Full time
Contract work
Work at office
Remote work
Shift work
Weekend work
TravelNurseSource
Santa Monica, CA
1 day ago
Customer Service Routing Coordinator at Select Staffing Gardena, CA
$22 per hour
Description Job Title: Customer service routing Coordinator Company: Hourglass Cosmetics Location: Carson, CA Pay Rate: $22.00 per hour Schedule: Monday to Friday, 7:00 AM - 3:30 PM Requirements: Interview and resume or brief bio required About Hourglass Cosmetics: Hourglass...
Suggested
Hourly pay
Weekly pay
Monday to Friday
Comunidade Metodista
Gardena, CA
1 day ago
Account Executive - Los Angeles, CA
...Remote • Los Angeles, CA, CADescriptionWho we are?United Imaging is a leading global medical device developer... ...about expanding our customer sales and support... ...explore equipment and service offerings with United Imaging... ....Create and maintain a qualified sales funnel to ensure...
Suggested
Temporary work
Local area
Remote work
Worldwide
Flexible hours
United Imaging Healthcare
Los Angeles, CA
1 day ago
Account Executive - TherOx (SS02) CA/NV/AZ/UT
$270k
..., software and related services are used worldwide to diagnose... ....Heart disease is the leading cause of death for both... ..., sales plans, customer education and training... ...primary work location.All qualified applicants will receive... ...SummaryLocation: San Jose, CA; San Diego, CA; Phoenix...
Minimum wage
Ongoing contract
Full time
Local area
Remote work
Worldwide
ZOLL Medical Corporation
Los Angeles, CA
5 days ago
Account Executive - In-Territory (Los Angeles, CA)
$90k
...- In-Territory (Los Angeles, CA) Remote - U.S.A. Who We... ...ultimately in charge of expanding our customer base while driving revenue and... ..., cultivate customer pipeline leads; improve overall customer... ...employer open to all qualified applicants regardless of race,...
Contract work
Casual work
Work at office
Local area
Immediate start
Remote work
Justworks
Los Angeles, CA
20 hours ago
MEP Program & Client Leadership Lead - Los Angeles, CA
$180k - $220k
...shape the future of our Los Angeles, CA office. As MEP Program & Client Leadership Lead, you will combine executive... ...identify opportunities for expanded services and future work.• Drive strategic... ...Equal Opportunity Employer. All qualified candidates will be considered without...
Full time
Contract work
For contractors
Work at office
Worldwide
Visa sponsorship
Work visa
2 days per week
Tetra Tech
Los Angeles, CA
1 day ago
Strategic Account Manager - Los Angeles, CA
...term implementation of solution(s) using Customer Relationship Management (CRM) system. Professionally... ...are eligible for benefits. This position qualifies for the following benefits package:... ...to every applicant.SummaryLocation: Los Angeles, CA, United StatesType: Full time
Full time
Temporary work
Worldwide
Relocation package
Flexible hours
Shift work
Night shift
ResMed
Los Angeles, CA
3 days ago
Regional Account Manager, US HPP, Los Angeles, CA
$152.64k - $228.95k
...Alexion in educating HPP disease customers and identifying patients... ...scientific knowledgeSeeking out and qualifying leads and profile new... ...product expertise and customer service to all accountsMaking compelling... ...SummaryLocation: US - Los Angeles - CA; US - Beverly Hills - CA; US...
Full time
Temporary work
Local area
Night shift
Weekend work
Alexion Pharmaceuticals
Los Angeles, CA
3 days ago
Community Manager - Los Angeles, CA
...property management company is seeking a Community Manager to lead the daily operations and performance of an assigned apartment community... ...The employer is an equal opportunity employer and considers qualified applicants without regard to protected characteristics....
Contract work
Local area
Connect Staffing Professional
Los Angeles, CA
20 hours ago
Shipping & Receiving Coordinator - Chatsworth, CA
$50k - $60k
...Coordinator - Chatsworth, CA Hubbell is seeking a... ...consider for employment qualified applicants with... ...communicate shipment status to customers. Track, trace, and... ...logistics vendors and service providers to expedite shipments... ...has made us a leading global manufacturer of...
Flexible hours
Hubbell Incorporated
Los Angeles, CA
4 days ago
Customer Experience Coordinator (Relief) - Santa Monica, CA
$19 - $29 per hour
Customer Experience Coordinator (Relief) - Santa Monica, CA In 2014, VEG was born with a mission to help people and their pets when they need it most. This meant... ...is to define the customer’s experience through service, focus, and participation—so you are passionate about...
Hourly pay
Flexible hours
Night shift
Weekend work
Veterinary Emergency Group The PC
Santa Monica, CA
1 day ago
Social Media Community Manager, Tom Bilyeu & Impact Theory at Impact Theory West Hollywood, CA
$70k - $80k
...Tom Bilyeu & Impact Theory job at Impact Theory. West Hollywood, CA. About Impact Theory Impact Theory is a mission-driven modern... ...a broad tapestry of backgrounds, perspectives, and skills. All qualified applicants will receive consideration for employment without regard...
Work at office
Local area
Monday to Friday
Weekend work
Comunidade Metodista
West Hollywood, CA
1 day ago
Lead / Supervisory Transportation Security Officer in Pasadena, CA
$25 - $50 per hour
...supervise Transportation Security Officers and Lead Transportation Security Officers,... ...Position Details Location: Pasadena, CA Employer: Transportation Security Administration... ...transportation-security operations. Qualifying experience is typically related to work...
Permanent employment
Full time
Temporary work
Trial period
Flexible hours
Shift work
Night shift
Weekend work
Day shift
Afternoon shift
Early shift
TSA Job Listings
Pasadena, CA
3 days ago
Account Manager, Hospital Sales (Orange County, CA) (Field Sales role)
$86.8k - $161.2k
...equipment, disposables, software, and service within the Hemostasis Management... ...and prospecting new business. Qualified candidates should be located in Orange County, CA. ESSENTIAL DUTIES: Accountable... ...business is achieved Resolve customer concerns through accurate and...
Hourly pay
Contract work
Temporary work
Local area
Monday to Friday
Flexible hours
Haemonetics Corp
Los Angeles, CA
4 days ago
Account Executive - N. CA
$80k - $88k
...student outcomes. As a leading provider of K-12 core curriculum... ...professional learning services, HMH partners with... ...(MUST live in N. CA area) What you'll do: Through... ...that address customer needs and issues while... ...and promoting the most qualified employees without regard...
Daily paid
Live in
Local area
Remote work
3 days per week
Houghton Mifflin Harcourt
Los Angeles, CA
4 days ago
Call Center Manager
...Operations Location: Los Angeles, CA Employment Type: Full-... ..., quality assurance, and customer service standards while ensuring that... ...The Call Center Manager will lead and support VA staff, develop... ...may be made to enable qualified individuals with disabilities...
Full time
Work at office
Local area
Remote work
Los Angeles Center for Ear Nose Throat and Allergy
Los Angeles, CA
4 days ago
Thought Leader Liaison - Los Angeles, CA and Surrounding Areas
$165k - $195k
...innovative medicines, solutions and services in more than 110 countries and... ...partner with brand marketing leads and field leaders to help... ...will consider for employment all qualified applicants in a manner... ...CollectionLocation: NORTH AMERICA : USA : CA-Los Angeles || NORTH AMERICA :...
Work at office
Local area
Grifols
Los Angeles, CA
4 days ago
Assistant Community Manager - Inglewood, CA
...Description Assistant Community Manager opportunities – Inglewood, CA Position Overview The Assistant Community Manager... ...Ideal Candidate Traits Confident communicator Strong customer service mindset Detail oriented Able to work independently and as...
Connect Staffing and Consulting
Inglewood, CA
29 days ago
Retail Customer Service Lead
...Retail Customer Service Lead (Key Holder) PetSmart does Anything for Pets – JOIN OUR TEAM! Our associates are the heart of Team PetSmart... ...Initiative for Hiring, we will consider for employment, qualified applicants with arrest and conviction records in a manner consistent...
Hourly pay
Weekly pay
Minimum wage
Full time
Local area
Immediate start
Weekend work
Afternoon shift
PetSmart
Hawthorne, CA
20 hours ago
Manager or Senior Manager, Global Executive & Private Clients - Japenese
$107.16k - $226.32k
...Japanese to join our Business Tax Services practice.Responsibilities:... ...managementHelp clients with implementing leading processes and technologies... ...ranges by city outside of CA: California Salary Range: $1... ...recruitment and hiring. All qualified applicants are considered for...
Local area
KPMG
Los Angeles, CA
5 days ago
Senior Customer Service Lead — Key Accounts & Orders
Motion Industries seeks a Senior Customer Service Representative to respond to customer inquiries, place orders, and guide junior staff. The... ...relationships are built for repeat business. Location is Cerritos, CA, with compensation per hour and standard benefits. The...
Hourly pay
Genuine Parts
Los Angeles, CA
4 days ago
Lead Fulfillment Pharmacy Technician - Torrance, CA
$31.5 - $32.75 per hour
...telehealth, labs, and pharmacy services. This is enabled by Ro's... ...top 50 nationwide. As the Lead Fulfillment Technician , you... ...for our location in Torrance CA . This hire is for a full time... ...reasonable accommodations for qualified individuals with disabilities...
Hourly pay
Full time
Work at office
Local area
Flexible hours
Shift work
Ro
Los Angeles, CA
6 days ago
Community Manager
$24 - $26 per hour
...Stadium Village Apts | Inglewood, CA Founded in 1975, CONAM... ...for all residents. Lead, mentor, and supervise on-site... ...staff, providing guidance on customer service, leasing, and resident relations... ...insurance. CONAM will consider qualified applicants with criminal...
Hourly pay
Full time
Flexible hours
Stadium Village Apts
Inglewood, CA
4 days ago
Community Manager
...Apartments | Los Angeles, CA We are seeking an experienced and customer-focused Community Manager to lead operations at Masselin Park... ...vendors, contractors, and service providers. Conduct regular... ...necessary. Ensure income-qualifying program compliance, when...
For contractors
Work at office
Local area
Flexible hours
Shapell Properties, Inc.
Los Angeles, CA
1 day ago
Senior Manager, Client Services
...Senior Manager, Client Services About Changing Lives Productions: Changing... ...to own the lifecycle from qualified opportunity through campaign... ...will manage client expectations, lead key communications, surface... ...brand-new studio in Burbank, CA. When The Magic Happens: The typical...
Full time
Monday to Friday
Changing Lives Productions
Burbank, CA
3 days ago
Senior Cell Therapy Account Manager - East Los Angeles, CA
$177.91k - $230.23k
...DescriptionThe Cell Therapy Account Manager (CTAM) is the commercial account lead for designated academic hospitals (ATC) and surrounding community... ...East, CAThis is a field-based position based in Los Angeles, CA. Candidates should reside within 20 miles of the geographyKey...
Full time
For contractors
Local area
GILEAD Sciences
Los Angeles, CA
1 day ago
ASC Account Manager - Mobile Surgery Solutions (Southern CA)
$195k - $225k
...Manager - Mobile Surgery Solutions (Southern CA)Job DescriptionJob TitleASC Account... ...responsible for Mobile Surgery C-Arms and Services; identify, develop, and close Mobile Surgery... ...business strategy for key ASC accounts, customers, and territory to achieve sales targets....
Full time
Work at office
Immediate start
Work visa
Relocation package
Night shift
3 days per week
Philips
Los Angeles, CA
6 days ago
Customer Experience Coordinator
$22.14 - $27.89 per hour
...Customer Experience Coordinator Location: Burbank, CA, US, 91501 Requisition Number: 235423 The Customer Experience... ...Coordinator provides outstanding customer service to both our internal partners... ...an Equal Opportunity Employer. Qualified applicants will receive...
Full time
Work at office
Local area
Shift work
Day shift
Cintas
Burbank, CA
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Customer Service & Lead Qualifier | Calabasas, CA. Be the first to apply!