Johnson Brunetti · 1 month ago
Client Relationship Coordinator
Wethersfield, CT
Full-time
Onsite
New Grad, Entry LevelJohnson Brunetti is a leading retirement and investment firm with offices in Connecticut, Massachusetts, and Georgia. They are seeking a Client Relationship Coordinator to grow a sales pipeline by coordinating schedules and filling the calendars of financial advisors.
ConsultingFinancial ServicesRetirementWealth Management
Hiring Manager
Laurie Every Tobias
Responsibilities
Ability to fill the Financial Advisors’ schedules with qualified appointments through marketing efforts
Calling, qualifying and scheduling prospects
Consistent follow-up with prospects and clients
Attend and set up seminars and workshops (in the evenings) and book appointments at the conclusion of programs (approximately 2- 3 a month)
Accurate entry of data into CRM (salesforce) system from prospecting & and marketing efforts
Work independently and proactively to meet business & department goals
Qualification
Required
High level of communication and follow-through skills
Strong persuasive phone skills to motivate prospects to set and keep appointments
Previous experience in a relatable appointment scheduling or inside sales role
Strong organizational skills
Strong ability to follow through the entire process of converting prospects to clients
Motivated and driven by reaching goals and growth
4 Year college degree
Ability to work some evenings for events
Preferred
Financial Industry knowledge/experience
Experience with MS Office and Salesforce
Telephone or inside sales experience
Company
Johnson Brunetti
Johnson Brunetti is an independent Retirement and Investment Specialty company with neighborhood offices in Connecticut and Massachusetts.
Founded in 2003
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2022-08-01Acquired
Leadership Team
Laurie Tobias
Chief Operating Officer
Recent News
2025-12-25
2025-12-18
2025-10-15
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