Finance Counselor I - Fully Remote

At Legacy Farmer, we are committed to helping Farmers Master their Finances and Build a Great Business that will thrive for multiple generations in the future. Our work matters here and we will do whatever is required to accomplish our mission of helping the great people in this industry.
Remote - US
Salary: $50,000 - $60,000 with bonuses based on performance
Fully Remote
The ideal candidate is a customer-service oriented individual with a positive attitude, who loves helping others and guiding them to the right place.
The Enrollment Coordinator manages new customer inquiries, connects with prospects, and coordinates appointments for our Enrollment Team. Confirm all scheduled appointments via phone, text, and/or email to maximize show-up rates.
Maintain accurate and organized records of all communication and appointment scheduling in the CRM system.
Communicate clearly and professionally with leads, providing a positive first impression of our brand.
Manage a consistent daily/weekly call volume and follow-up schedule to hit key performance metrics.
Proven experience in customer service, sales support, or appointment scheduling (experience in enrollment/sales environments preferred).
Excellent phone communication and interpersonal skills.
Comfortable using CRM software and other communication tools.
Key Performance Indicators (KPIs):