Client Services Representative

Join a Professional, High-Performance Remote Team  We are a U.S.

-based digital marketing company serving financial advisory firms nationwide. Our work directly supports professionals who help individuals prepare for retirement and protect their financial future.
We are seeking a polished, dependable, and client-focused  Appointment Setter / Client Services Representative  who takes pride in delivering an exceptional experience at every interaction.
This is not a “script reader” role. It is a professional client-facing position requiring emotional intelligence, attention to detail, and strong communication skills.
Applicants must currently reside in  Hermosillo, Sonora, Mexico .

The Role  You will serve as the first human connection between our company and individuals who have requested information through our website.
Your responsibility is to engage warm prospects, build rapport quickly, and schedule qualified appointments with our sales representatives while ensuring a smooth, professional experience from first contact through confirmation.
This role requires confidence, composure, and the ability to manage high call volume without sacrificing quality.
What You’ll Be Responsible For   Engaging warm inbound leads with professionalism and clarity
Conducting outbound follow-up calls to schedule appointments
Managing appointment calendars with precision
Maintaining accurate CRM documentation
Ensuring one-call resolution whenever possible
Representing our company with warmth, confidence, and integrity
Who Thrives Here  Our strongest team members are:
Highly reliable and self-managed in a remote environment
Calm and articulate under pressure
Naturally personable and skilled at building trust quickly
Detail-oriented and process-driven
Motivated by team performance and measurable outcomes
Committed to continuous improvement
We value professionalism, accountability, and positive energy.

Required Qualifications  ✔ Minimum 2+ years of call center or client service experience (appointment setting strongly preferred)
✔ Strong verbal communication skills with near-native English pronunciation
✔ Professional written communication skills
✔ Ability to handle objections and de-escalate concerns
✔ Experience working in performance-driven environments
✔ High level of personal responsibility and follow-through
Technical Requirements (Non-Negotiable)   Personal laptop or desktop computer
Professional-grade headset
High-speed, stable internet connection
Quiet, dedicated home office environment
Comfort using CRM systems and communication platforms
Why This Role Matters  The individuals you speak with are often nearing retirement and evaluating important financial decisions. The tone, clarity, and professionalism you bring to each conversation directly impacts their experience and trust.
We are looking for someone who understands the responsibility that comes with being the first impression.
Application Process  This opportunity is open exclusively to candidates currently residing in  Hermosillo, Sonora, Mexico .
To be considered, please submit your application directly through Linked In by clicking  Apply  and completing the required screening questions.
Selected candidates will be invited to participate in a brief video screening to assess communication skills and overall fit for this client-facing role.
We appreciate your time and interest and look forward to reviewing qualified applications.