Advisor Talent Solutions · 13 hours ago
Appointment Scheduler
Cranberry Township, PA
Full-time
Onsite
Entry Level
$40K/yr - $50K/yr
2+ years expAdvisor Talent Solutions is seeking an Appointment Scheduler to join Capital A Wealth Management. This role involves engaging with prospective clients and scheduling appointments while maintaining a positive and professional demeanor.
AdviceConsultingStaffing Agency
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
Industry experience preferred
Proficient with MS Office Suite
Experience with a CRM, Salesforce
Exceptional time management skills
Proven record of getting prospects/clients engaged
Benefits
Health Insurance
Life Insurance
Dental Insurance
Short Term and Long Term Disability
401k
Company
Advisor Talent Solutions
Advisor Talent Solutions (ATS) partners with independent financial advisors to help them build strong, high-performing teams.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase