Address
Form of workAppointment Setter
Are you looking to advance your career and truly make a difference? Are you an organized, self-motivated individual with excellent interpersonal skills? Our busy Financial Firm, SWAN Capital, in Pensacola, FL is seeking a sales-driven, self-motivated and personable Appointment Setter to join our growing team. The primary responsibility of this role will be to engage leads, pre-qualify them, and convert them into First Appointments, and ultimately, long-term clients.
This role will not rely on cold calling to convert leads; instead, you will engage leads after they have shown interest in one of our many marketing funnels, including informational workshop/seminars, webinars, radio ads, social media, website leads, YouTube videos, paid social media, etc.
The ideal candidate will be a good conversationalist, an excellent communicator, express a positive attitude, be persistent and confident. They will have excellent follow-up skills and have the ability to build relationships over phone, email and text, while never making the lead feel uncomfortable or pressured.
Key Skills:
- Highly personable with an optimistic outlook on work and life
- Excellent communicator
- Ability to work independently with little supervision
- Remarkable organizational and prioritization skills, with a meticulous attention to detail
- Goal-driven team player with a result-driven approach
- Superior aptitude in innovation and problem-solving
- Comfortable communicating over phone and in email, leveraging tools like Salesforce, Google Suite, calendar scheduling, auto-dialers, SMS platforms and similar technology
Minimum Requirements:
- Bachelors Degree preferred
- 2+ years experience working within a Financial Advisory firm, or within a Sales role tasked with scheduling appointments for a company
Position Responsibilities:
- 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
- Leverage the brand’s content library, including Radio show content, YouTube videos, podcast, editorial, webinar, whitepaper and the like to continue conversations with open leads that convey the long-term value that the brand can provide
- Follow up with prospective clients during peak hours of availability and convenience, including nights and weekends when necessary
- Assist in the management of the Advisor’s calendars through setting First Appointments relative to their availability and existing appointment schedule
- Follow all protocols for appointment setting, including naming convention, color coding and tracking
- Speak with confidence about firm’s 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
- Update CRM with details on all conversations and appointments
- Track weekly and monthly progress, including number of calls made, appointments set and appointments kept
- Represent the Client brand in all lead and client interactions, including by phone, in email and in person
Salary Base:
- $45,000/year + bonus
Benefits
- Healthcare
- 8% 401(k) match vested at 90 days
- 15 days PTO from start
- 8 paid holidays per year
Hours:
Monday – Friday
Presented by Advisor Employee Services Thank you for your interest in the Appointment Setter 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 https://aesplacement.com/. 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!
