Capital A Wealth Management, LLC · 17 hours ago
Appointment Coordinator
Cranberry Township, PA
Full-time
Onsite
Entry, Mid Level
$40K/yr - $50K/yr
2+ years expCapital A Wealth Management, LLC is seeking an Appointment Coordinator to engage with prospective clients after they have shown interest in the company's marketing funnels. The role involves calling and scheduling appointments, managing client interactions, and assisting in maintaining the advisor's calendar.
AdviceFinancial ServicesWealth Management
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 Advisor’s calendar through setting first appointments
Follow all protocols for appointment setting, including naming conversation, color coding and tracking
Speak with confidence about the 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
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 as assigned
Qualification
Required
High School Diploma
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 a CRM, SalesForce
Exceptional time management skills
Proven record of getting prospects/clients engaged
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
Comfortable communicating over phone and email, leveraging tools like Salesforce, Google Suite, calendar, scheduling, auto-dialers, SMS platforms and similar technology
Preferred
Industry experience preferred
Benefits
Health Insurance
Life Insurance
Dental Insurance
Short Term and Long Term Disability
401k
Company
Capital A Wealth Management, LLC
Capital A Wealth Management, LLC is a financial services firm serving Western PA & surrounding areas.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Brandon Domenick, AIF®
Managing Partner
David Domenick Jr
Managing Partner
Company data provided by crunchbase