Appointment Coordinator New Braunfels, TX
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Job Location:
New Braunfels, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
16 hours ago
Vacancies:
1 Vacancy
Job Summary
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 First Fidelity Wealth Management located in New Braunfels TX is looking for an Appointment Coordinator. This individual will be responsible for engaging with prospective clients and maintaining appointment calendars.
The ideal candidate is eager to grow their career in the financial industry as this role may later evolve into a Paraplanner position for the right candidate. This person must demonstrate outstanding communication skills maintain a positive attitude and consistently shows persistence and confidence in achieving goals. They will have excellent follow-up skills and the ability to build relationships over the 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
Minimum Requirements:
- Bachelors degree preferred
- 2 years of experience working alongside a Financial Advisor OR within a sales role tasked with scheduling appointments for a company
- Proficient with MS Office Suite
- Experience with Redtail CRM a plus
- Exceptional time management skills
- Proven record of getting prospects/clients engaged
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 Advisors calendar through setting first appointments
- Follow all protocols for appointment setting including naming conversation color coding and tracking
- Speak with confidence about the firms 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 assigned
Salary:
- $40000 base bonus opportunity
Hours:
- In office: Monday Friday 9am-5pm
- Evening availability required for client events (around 1 per week)
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!
Required Experience:
IC
Key Skills
- Sales Experience
- Door-to-Door Experience
- B2B Sales
- Time Management
- Customer Service
- Cold Calling
- Outbound Sales
- Inside Sales
- Telemarketing
- CRM Software
- Lead Generation
- Phone Etiquette
