Funding Strategy Coordinator/Member Support

Funding Strategy Coordinator/Member Support


Job Description

The Funding Strategy Coordinator (FSC) and Member Support (MS) positions play key roles in empowering people to get on the path of funding and assisting Wise Funding clients with all their funding needs. The FSC is responsible for qualifying new leads and scheduling Funding Strategy Sessions with one of our Certified Funding Strategists. The MS position is responsible for providing superior level support.

The person chosen for this select joint position will be performing tasks related to both the FSC and MS positions as outlined below.

Requirements for both positions:
• Entrepreneurial Mindset and Marketing Mindset with experience
• Excellent English
• Professional, strong and personable phone voice with excellent communication skills, both verbal and written
• Positive energy and a zest for life
• Ability to follow effective systems
• Experience with INFUSION software a plus
• Excellent understanding of Internet and technology
• Readily available
• Reliable
• Intelligent

Funding Strategy Coordinator

• Content Contextualization: Experience distributing the same information to different perspectives
• Understanding of the Wise Money System
• Ability to organize information
• Ability to follow instructions and scripts exactly

• Manage opportunity pipeline
• Call and schedule funding strategy sessions
• Complete reminder calls for appointments
• Oversee rescheduling of appointments
• Reschedule missed appointments
• Maintain strong communication with Certified Funding Strategist
• Attend weekly company meetings
• Attend daily sales meetings

Experience Required
• Min 2 years phone experience
• Min 1 years setting appointments
• Min 2 years sales or sales qualification experience
• Min 2 years CRM experience (Infusionsoft a big plus)

Estimated Hours Per Week: 20

Member Support

Position Description
• Provide superior level of support to members and prospective members
• Responsible for addressing and resolving incoming communications via email, phone or live chat
• Manage multiple web based platforms to resolve any and all member issues
• Make outbound calls to engage members in order to prevent and reduce returns
• Perform limited coaching to members on how they can achieve results by staying active in their membership as well as using the resources available to them (mastermind calls, unlimited email support & live phone support)

Position Requirements
• Minimum 2 years of experience with telephone customer support environment or experience that includes a lot of communication conducted on the telephone
• Capable of balancing multiple priorities effectively with a high degree of organization and attention to detail
• Great people skills, outgoing personality with the ability and willingness to build relationships to retain members
• Available to work full-time with flexible working hours

Estimated Hours Per Week: 20

Equipment or Software Needed
• Ability to record calls (easy to do if you are not sure how to do it)
• Your own phone line dedicated to this (VOIP ok)
• Fast PC - computer must not be older than 2 years
• Fast Internet connection - at least 4Mb per/sec
• WebCam
• Skype

Other Benefits
• Access to our Wise Team Educational Vault with training information on topics such as Sales, Marketing, Business, Health, Relationship and more – Valued at over $400,000
• Complementary membership access to the Wise Money System $97 per month value
• Complementary Access to the Wise Money System - $1495 value

The FSC position will require approximately 20 hours of training and the MS position will require 40-80 hours of training.

This combined position is an hourly position and pays $12/hour.

This is a home-based project/job
• Must have a home office with up-to-date technology including MS Outlook, Skype with Video and printer/scanner/fax

If you are qualified for this position and would like to apply, please go to and view the four videos. Once you have viewed these videos, please type your thoughts as they relate to each video into a Word document and send this document. Please use "Funding Strategy Coordinator/Member Support: Here Are My Thoughts - What's Next?" as your subject line. Thank you.

Skills: customer-relations, infusionsoft, english