Appointment Coordinator - Compass Retirement Solutions, LLC : Job Details

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? Our busy financial firm, Compass Retirement Solutions, located in Creve Coeur, MO is looking for an Appointment Coordinator. This individual will be responsible for engaging with prospective clients after they have shown interest in one of the many company marketing funnels.

This role will not rely on cold calling to convert leads; instead, 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:

• Experience working in a fast-paced environment preferred
• Proficient with MS Office Suite
• Experience with a CRM
• Exceptional time management skills
• Proven record of getting prospects/clients engaged

Position Responsibilities:

• Answering the phones and greeting clients upon entering the firm
• 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
• 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
• 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
• Help with all Marketing ideas and initiatives
• Perform other duties and projects as assigned

Salary

• $50,000-$60,000 BOE

Benefits

• Benefits to be discussed by the firm
• Flex time

Hours

• Monday-Friday
• 8:00am-4:30pm
• Some evenings and weekends required for client events

Presented by Advisor Employee Services Thank you for your interest in the Appointment Coordinator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!