Appointment Scheduler/Financial Planner Assistant

We are a well-established Financial Planning Services company with four decades of experience, dedicated to the belief that Financial Planners should focus on their expertise – guiding customers to secure their financial future, rather than getting bogged down in administrative tasks. We are in search of service-oriented individuals to assist our agents during their field visits.

In this role, you will collaborate closely with our financial advisors to organize a wide range of appointments, leveraging our expanding customer base. Additionally, you will offer diverse administrative support. These are outbound calls. No Cold calling.

UF Resources is a privately owned financial services company powered by technology and boasting an A+ BBB rating. Committed to innovation, UF Resources employs a team of skilled professionals dedicated to helping American consumers achieve diverse financial planning goals.

Operating within a fast-paced and professional environment, we...