Client Relationship Coordinator

If you are a go-getter who is strong at using persuasive language, asking in-depth questions, and getting our prospects engaged, and if you want to be part of a driven financial organization with great initiatives, we want to hear from you! Johnson Brunetti is a leading retirement and investment firm with offices in Connecticut, Massachusetts and Georgia.

This position is based in our Wethersfield, CT office.

We are looking for a driven candidate who can grow a sales pipeline by coordinating multiple schedules and filling the calendars of our financial advisors in multiple offices.

This position requires that you possess the following skills :

• High level of communication and follow-through skills
• Strong persuasive phone skills to motivate prospects to set and keep appointments
• Previous experience in a relatable appointment scheduling or inside sales role
• Strong organizational skills
• Strong ability to follow through the entire process of converting prospects to clients
• Financial Industry knowledge / experience preferred
• Experience with MS Office and Salesforce preferred
• Telephone or inside sales experience is a plus
• 4 Year college degree
• Ability to work some evenings for events

Responsibilities / Tasks :

• Ability to fill the Financial Advisors’ schedules with qualified appointments through marketing efforts
• Calling, qualifying and scheduling prospects
• Consistent follow-up with prospects and clients
• Attend and set up seminars and workshops (in the evenings) and book appointments at the conclusion of programs (approximately 2- 3 a month)
• Accurate entry of data into CRM (salesforce) system from prospecting & and marketing efforts
• Work independently and proactively to meet business & department goals

Last updated : 2024-05-08