Client Appointment Coordinator – Financial Firm – Wethersfield, CT – Advisor Employee Services – Wethersfield, CT
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Job details
Salary
$50,000 – $65,000 a year
Full Job Description
Client Appointment Coordinator
If you are a go-getter that 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 in Connecticut with our headquarters in Wethersfield.
We are looking for a driven candidate that 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:
- 4 Year college degree
- Strong organizational 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 ability to follow through the entire process of converting prospects to clients
- Motivated and driven by reaching goals and growth
- Financial Industry knowledge/experience preferred
- Experience with MS Office and Salesforce preferred
- Telephone or inside sales experience is a plus
- Ability to work some evenings for events
Responsibilities/Tasks:
- Calling, qualifying, and scheduling prospects
- Ability to fill the Financial Advisors’ schedules with qualified appointments that are produced through marketing efforts
- Consistent follow-up with prospects and clients
- Attend and set up seminars and workshops (in the evenings) and book appointments of conclusion of programs
- Accurate entry of data into CRM (Salesforce) system from prospecting & marketing efforts
- Work independently and proactively to meet business and department goals
Salary Base – $50,000 – $65,000
Bonus– Absolutely!
Bonuses Incentives based on appointments set and kept
Insurance – You BET!
Insurance – You BET!
Medical, Dental and Vision with 4 plans to choose from
Looking for a Retirement Program?
401k with Match – it is what we do!
Like to Volunteer?
Community Service 4 hours per quarter – we love to help others!
Want to learn more?
We offer Professional Development Assistant along with Tuition reimbursement and don’t forget about our firm’s Lunch – n- Learn program!
More Money?
We offer bonuses based off firm’s overall production
Presented by Advisor Employee Services
Thank you for your interest in the Client Appointment Coordinator role. Advisor Employee Services, a consulting firm located in Overland Park, 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!
Thank you for your interest in the Client Appointment Coordinator role. Advisor Employee Services, a consulting firm located in Overland Park, 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!
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Posted 4 days ago
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