Appointment Confirmation Specialist

WFS Group is a fast paced, high performance sales agency that provides what is referred to as “done for you sales” services to our clients. Think of a lead generation based marketing agency…. But focused on sales ?Put simply, our clients outsource their sales department to us and we sell their services/packages to help them scale faster than ever before while changing as many people’s lives as possible. The main verticals we service are in the online, digital marketing based community with companies that have programs that teach high paying skill sets which is referred to as “alternative education.” We sell a range of transformative programs and packages including everything from business consulting programs, to programs that teach people how to invest in real estate, learn mergers and acquisitions and many many more.

Position Overview:

The Appointment Confirmation Specialist is responsible for proactively reaching out to individuals who have booked calls with our sales team. Through professional, friendly, and scripted communication, you will confirm attendance, address any scheduling conflicts, and reinforce the value of the call. Your primary goal is to maximize appointment show up rates and ensure a seamless experience for prospects.

You SHOULD apply to this role if:

• You have fluent English speaking skills
• You’ve had challenges finding your current role exciting
• You enjoy customer service focused roles
• You enjoy being on the phone and speaking with new people everyday
• You are comfortable using a talk track for the calls you make
• You enjoy fast paced energetic environments
• You LOVE learning new things & having fun at the same time

You SHOULD NOT apply to this role if:

• You are NOT an independent thinker
• If you think it would be lame to help sales teams grow lightning fast
• If you don’t collaborate well with others well in creative environments
• You are not detail oriented
• You get frustrated easily
• You are NOT teachable and do NOT seek personal development
• You eat your pizza with ranch (may be flexible on this one)

Major Roles & Responsibilities:

• Dynamic role with responsibilities that are centered around supporting the sales team’s growth through driving show up rates, across all funnels.
• Outbound confirmation calls to prospects who have scheduled appointments.
• Professionally and enthusiastically reaffirm the value of the scheduled call.
• Overcome objections and address potential scheduling conflicts to minimize cancellations and no-shows.
• Send follow-up messages via email or SMS to reinforce appointment commitments.
• Update CRM records accurately with call outcomes, notes, and rescheduling details.
• Collaborate with the sales team to provide insights on trends in appointment retention.
• Maintain a high level of professionalism and adhere to company communication guidelines.
• Attend regular team syncs with our reps & sales managers

Specific Tasks for Appointment Confirmation Specialist:

• Outbound Dials using JustCall.io VOIP system
• Update notes in Pipedrive’s CRM
• Update the daily tracker reports at the end of every single day
• Provide updates to the sales reps regarding their upcoming calls
• Provide feedback to sales managers