Compensation
Base salary + commission.

Job description

GENERAL SUMMARY OF DUTIES AND RESPONSIBILITIES:

This role will be the primary scheduler and appointment setter for the firm. you will play a crucial role in assisting the admin and service team with various needs.

Primary purpose of position is to consistently fill our 3 advisors’ schedules with qualified appointments. This is achieved by scheduling face to face appointments based on qualified leads and seminar overflow. Another objective of this role is to respond in a timely fashion to each lead from various sources, as well as handle follow up with our Tier 1 clients.

HOURS: 8:30am – 5pm with a 30-minute lunch break

JOB DUTIES:

DAILY:

1. Set qualified appointments to fill Advisors calendars
2. Call, schedule, and follow-up with prospects for appointments from seminars and events
3. Record notes from every prospective client conversation in the Redtail database
4. Call qualified Tier 1 clients to “check-in” to ensure they are happy and well served
5. Follow script for all call scenarios
6. Input prospects and keep database/CRM program up-to-date
7. When necessary, help assist in Preparation of the Client Experience for prospect/client mtgs, greet and welcome guests
8. Guide clients in appropriate direction when they call in or make request: keep them happy
9. Pre-qualify leads signed up to attend seminars

WEEKLY:

1. Manage and follow-up with all radio leads using scripts and workflow process established
2. Workshop call backs for those who are interested in attending an upcoming event

MONTHLY:

1. Attend and Service Seminar/Workshops as needed: set up, appt scheduling and mingle with prospects to help answer questions and promote AFG
2. Attend client events as needed and get to know our clients

Knowledge, Skills & Abilities:

• Ability to motivate prospects to set appointments
• Ability to prioritize projects and manage time
• Attention to detail and accuracy
• Results driven
• Consistent follow-through
• Excellent communication skills, both written and oral
• Demonstrates persistence to achieve quality
• Need a strong appreciation of the importance of completing tasks on deadline
• Proficient phone skills
• Command of the English language and grammar
• Experience working in a fast-paced environment
• Working knowledge of computers and software
• Ability to multi-task

Minimum Requirements:

• Prior sales or telemarketing experience
• Ability to learn new software quickly
• Industry knowledge
• Desire to work on the phone building relationships with clients for extended amounts of time

Personal Skills:

• Desire to build relationships with people
• Pleasant disposition
• Highly organized
• Ability to adapt quickly to changes
• Team Player

Work Location:

• One location

Work Remotely

• No

Job Type: Full-time

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Experience:

• Sales: 1 year (Preferred)
• Client Relationship: 1 year (Preferred)

License/Certification:

• Driver’s License (Preferred)

Work Location: One location