Appointment Coordinator

Appointment Coordinator

Are you looking to advance your career and truly make a difference? Are you an organized, self-motivated individual with excellent interpersonal skills? A growing financial firm located in Oakwood, OH is looking for an Appointment Coordinator.

As a "master of phone sales," this individual will be calling to convert leads; you will engage leads after they have shown interest in one of our many marketing funnels, including informational workshops/seminars, webinars, radio ads, TV ads, social media, website leads, YouTube videos, paid social media, etc.

The ideal candidate will be a good conversationalist, an excellent communicator, express a positive attitude, be persistent and confident. They will have excellent follow-up skills and have the ability to build relationships over phone, email and text, while never making the lead feel uncomfortable or pressured.

Key Traits:

• Highly personable with a positive attitude
• Excellent communicator
• Ability to work independently with little supervision
• Remarkable organizational and prioritization skills, with meticulous attention to detail
• Goal-driven team player with a results-driven approach
• Strong work ethic
• An entrepreneurial perspective to build client base
• Great customer service skills
• Present self with a professional and polite manner
• Comfortable communicating over phone and email, leveraging tools like Salesforce, Google Suite, calendar, scheduling, auto-dialers, SMS platforms and similar technology

Minimum Requirements:

• Bachelor's degree preferred
• 2 years of experience working alongside a Financial Advisor OR within a sales role tasked with scheduling appointments for a company
• Proven record of getting prospects/clients engaged
• Proficient with MS Office Suite
• Experience with a CRM
• Exceptional time management skills

Position Responsibilities:

• Calling and scheduling with prospective clients
• Implement and assist in the creation of contact strategies to keep open leads engaged with the brand, including appointment setting, appointment confirmations and event reminders – leveraging both phone and email
• Track weekly and monthly progress of all calls made in CRM system, this includes number of calls made, appointments set and appointments kept
• Consistent follow-up with prospective clients
• Assist in the management of the Advisor's calendar through setting first appointments
• Follow all protocols for appointment setting, including naming conversation, color coding and tracking
• Speak with confidence about the firm's mission, core competencies, the services we provide and the content we produce
• Understand the target client and their overall concerns regarding their retirement – including, but not limited to, market fluctuation, inflation, recession, required minimum distributions, and the like
• Possess an awareness about upcoming events, content releases and other marketing strategies, and leverage these events to convert leads into appointments
• Attend seminars/workshops
• Update CRM with details on all conversations and appointments
• Represent the Client brand in all lead and client interactions, including by phone, in email, and in person
• Perform other duties and projects as assigned

Salary:

• $45K BIP (Bonus Incentive Program) VKB (Visits Kept Bonus)

Program Details:

BIP AVG: $8K-$10K per year

VKB: ($20/15min Strat Call, $60 OTRR Visit, $100 BP {that has fallen off the sales process, Leadership approval required})

Monthly Tiers for VKB: 1-10 $20/$60 (Call/OTRR), 11-20 $25/$70, 21-30 $30/$80, 31 $35/$100

Both BIP and VKB are paid quarterly.

Benefits:

• Health Insurance
• PTO
• Paid Holiday's
• Quarterly bonuses
• Cell phone and gym reimbursement
• Free lunches
• Team outings and group trips
• Work-Life balance prioritized

Hours:

• Hybrid work schedule – to be discussed further during the interview
• Monday-Thursday 9am – 5pm, Friday's 9am-12pm
• 1-2 evenings a month for client events

Salary : $8,000 - $10,000