• Answer all incoming patient calls promptly (no missed calls) • Schedule and manage patient appointments • Maintain excellent phone etiquette and patient experience • Ensure patients feel heard, supported, and valued • Educate patients on services such as laser treatments, weight loss, and wellness programs • Identify patient needs and recommend appropriate services • Confidently upsell and convert inquiries into booked appointments • Support marketing efforts through patient conversations • Handle prior authorization requests • Coordinate referrals with other providers • Ensure all documentation and approvals are completed accurately • Respond to patient inquiries and follow-ups • Work within EClinicalWorks (ECW) for scheduling and documentation • Use RingCentral for phone communication • Navigate multiple systems and patient management tools

• Manage & Coach the Team - Lead a team of account executives, coaching their day-to-day performance and personal development - Run regular pipeline reviews, call coaching sessions, and deal strategy conversations to keep the team sharp and focused - Onboard new sellers effectively and ramp them to quota quickly - Create a team environment built on accountability, clear expectations, and consistent execution • Own the Number - Carry a team quota—you are accountable for the outcome, not just the activity - Maintain accurate, disciplined forecasting with weekly visibility to the CRO - Identify pipeline gaps early and work with the team to close them through prospecting, partner engagement, and account expansion - Drive a healthy mix of new logo acquisition and expansion within the existing customer base • Get Into the Deals - Join account executives on key prospect and customer calls, helping elevate conversations, grow and accelerate deals - Support qualification and discovery on complex opportunities, helping account executives ask better questions and uncover real business value - Step in as an executive point of contact on strategic deals when relationship depth or deal complexity requires it - Work cross-functionally with pre-sales, delivery, and customer success to move deals forward and set up post-sale success • Support the Go-to-Market Direction - Execute the sales strategy set by the CRO, translating direction into clear priorities and daily actions for the team - Model consultative selling behaviors and help the team move toward higher-value, solution-oriented conversations with customers - Channel feedback to leadership on what is working, what is not, and where support is needed - Partner with technology and channel partners across the ecosystem to source and progress pipeline - Leverage data, AI tools, and sales analytics to improve team productivity, sharpen pipeline visibility, and scale what works

We’re Hiring: Part-Time Remote Sales Agents Choate Agency at Symmetry Financial Group We are looking for ambitious, coachable, high-character sales professionals who want more than a fixed paycheck and limited upside. If you are strong with people, willing to learn, and ready to work a proven system, this could be a great fit. At Choate Agency, we help families protect what matters most through life insurance and financial protection solutions. We are growing and looking for part-time agents who want flexibility, real income potential, and a clear path to grow. What makes this different: - Remote opportunity - Part-time flexibility - Proven training and support - Strong mentorship - Digital tools and systems - Performance-based compensation with uncapped upside - Opportunity to grow into full-time and leadership Who we’re looking for: - Motivated - Coachable - Professional - Strong communicator - Self-starter - Sales-minded and competitive Great fit for backgrounds in: Sales, real estate, mortgage, insurance, customer service, hospitality, recruiting, or other people-focused roles. This is ideal for someone who wants to build meaningful part-time income while helping families make important financial decisions. If you are looking for a serious opportunity with flexibility and growth potential, message me directly or comment INTERESTED below. #Hiring #SalesJobs #RemoteWork #PartTimeJobs #InsuranceSales #WorkFromHome #FinancialServices #NowHiring #SalesOpportunity

Job Title: Top 3% Part-Time Remote Sales Agent Company: Choate Agency at Symmetry Financial Group Ready to build part-time income with a proven sales system and real flexibility? Join Choate Agency and help families protect what matters most. Description: This is not for everyone. Choate Agency is looking for the top 3% of part-time sales talent — people who are competitive, disciplined, coachable, and unwilling to live with average results. If you know how to connect with people, follow a proven process, and perform without needing to be micromanaged, this could be the opportunity that changes your income trajectory. We are building with serious people who want freedom, flexibility, and real upside. You can start part-time and build a meaningful income helping families protect their future with life insurance and financial protection solutions. Who This Is For: - Closers - Hustlers with integrity - Professionals who want more than capped pay - Highly coachable people who execute fast - Part-time performers who want full-time income potential - Winners who want a system, not excuses What You’ll Be Doing: - Talking with families and helping them make smart protection decisions - Recommending life insurance and related protection solutions - Following a proven training and sales process - Using our systems, tools, and onboarding support to ramp quickly - Building production part-time with the ability to scale much bigger Why Top Performers Like This Opportunity: - Remote and flexible - Part-time schedule with serious upside - Proven training and support - Strong mentorship - Performance-based pay with no ceiling - Opportunity to build, lead, and grow What We Expect: - You show up - You follow the system - You stay coachable - You communicate like a pro - You compete at a high level - You care about winning and helping people Best Fit: People with backgrounds in sales, business development, real estate, mortgage, insurance, recruiting, hospitality, or any high-performance environment. Bottom Line: Average applicants will not thrive here. But if you are driven, sharp, and serious about building income on your terms, we would love to talk. We are not looking for everyone. We are looking for the ambitious few who want part-time flexibility with elite-level upside.