Appointment Coordinator Winter Garden, FL

Winter Garden, FL - USA

Monthly Salary: Not Disclosed

Posted on: 15 hours ago

Vacancies: 1 Vacancy

Job Summary

Appointment Coordinator

About Us

The Lifewealth Group is a respected and rapidly growing financial firm in Winter Garden FL known for delivering exceptional wealth management and financial planning services. We pride ourselves on our commitment to both client success and team culture.

Your Role

The LifeWealth Group is looking for a detail-oriented friendly and proactive Appointment Coordinator to join our energetic and rapidly expanding financial this key role you will engage with potential clients who have already shown interest through our diverse marketing channelsmeaning there is no cold calling involved.

As the first point of contact for prospects you will be responsible for cultivating warm leads building rapport and coordinating a variety of appointments with our financial advisors. You will work with leads originating from seminars webinars radio and TV outreach social media website inquiries YouTube and other marketing efforts. We are seeking someone with outstanding communication skills who proudly represents our brand with poise professionalism and genuine care.

Key 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.
Follow up consistently with prospective clients to encourage engagement and appointment completion.
Maintain scheduling of client Strategy/Review meetings at appropriate intervals.
Manage and organize the advisors calendars ensuring first appointments are set accurately and efficiently.
Follow all internal protocols for appointment setting including naming conventions color coding tracking processes and data entry procedures.
Confidently communicate the firms mission services core competencies and educational content to prospects.
Demonstrate an understanding of the target clients retirement concernssuch as volatility inflation recession risk RMDs and related topics.
Stay current and informed on upcoming workshops events and marketing initiatives leveraging them to increase lead engagement.
Attend educational workshops seminars or events hosted by the firm.
Document all lead interactions client conversations and appointment outcomes in the CRM and BPS systems.
Represent The LifeWealth Group brand with professionalism in all prospect and client interactionsvia phone email and in-person when applicable.
Perform other duties and special projects as assigned.

Requirements

Bachelors 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 success engaging and converting prospects into scheduled appointments
Excellent time-management and organizational abilities

Salary:

$55000 (Bonus potential)

Benefits:

Health / Dental insurance
Flexible spending account
Health savings account
PTO
Retirement plan
Tuition allowance

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 at the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that 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:

Appointment CoordinatorAbout UsThe Lifewealth Group is a respected and rapidly growing financial firm in Winter Garden FL known for delivering exceptional wealth management and financial planning services. We pride ourselves on our commitment to both client success and team culture.Your RoleThe Life...