Appointment Coordinator New Braunfels, TX

New Braunfels, TX - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days 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 Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

Appointment CoordinatorAre 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...