Scheduling Coordinator

The Encompass Group is working with a well-known 24-year-old independent financial advisors group centrally located in downtown Winter Garden, Florida. They’re wholistic planners. They do trusts, insurance, estate planning, business succession planning, business exit strategies, etc. They are looking to add a Scheduling Coordinator to their team. This company has an outstanding reputation and are hiring due to substantial growth.

They believe their biggest asset is their people and firmly believe in supporting their employees in career advancement. They want this person to be able to continue growing long-term in their firm.

This is an office environment where people are treated like a family and this family likes to have catered breakfast every Friday, volunteering every quarter, an office filled with family pets, monthly ping-pong tournaments, and spa-days.

Responsibilities:

• Schedule appointments with prospective clients, existing clients, and general inquiries on behalf of financial advisors.
• Engage all inbound leads generated from marketing strategies, including TV, radio, website, digital ads, social media, workshops, and events.
• Perform appointment confirmations and ensure all meeting details are up to date.
• Develop, implement, and support contact strategies to keep open leads engaged—using phone, email, text, and automated communication tools.
• Track all scheduled meetings in the CRM, company database (BPS), and other internal tracking systems.

Qualifications:

• Bachelor’s degree preferred
• 2 years of experience supporting a financial advisor or a sales-related role focused on appointment scheduling
• Proficiency with MS Office Suite
• Experience working within a CRM system
• Proven ability to engage and convert prospects into scheduled appointments
• Excellent time-management and organizational abilities

This Scheduling Coordinator role is an opportunity to join a highly respected and successful company that is forward in its thinking and recognizes its biggest asset is its employee talent. If you feel your skills are a fit and you want to learn more about this, please apply today! This is an urgent need that will not last long.