Appointment Coordinator New Braunfels, TX at Advisor Talent Solutions

Appointment CoordinatorAre you looking to advance your career and truly make a difference Are you an organized self-motivated individual with excellent interpersonal skills First Fidelity Wealth Management located in New Braunfels TX is looking for an Appointment Coordinator. This individual will be responsible for engaging with prospective clients and maintaining appointment calendars.The ideal candidate is eager to grow their career in the financial industry as this role may later evolve into a Paraplanner position for the right candidate. This person must demonstrate outstanding communication skills maintain a positive attitude and consistently shows persistence and confidence in achieving goals. They will have excellent follow-up skills and the ability to build relationships over the phone email and text while never making the lead feel uncomfortable or pressured.Key Traits:Highly personable with a positive attitudeExcellent communicatorAbility to work independently with little supervisionRemarkable organizational and prioritization skills with meticulous attention to detailGoal-driven team player with a results-driven approachStrong work ethicAn entrepreneurial perspective to build client baseGreat customer service skillsPresent self with a professional and polite mannerMinimum Requirements:Bachelors degree preferred2 years of experience working alongside a Financial Advisor OR within a sales role tasked with scheduling appointments for a companyProficient with MS Office SuiteExperience with Redtail CRM a plusExceptional time management skillsProven record of getting prospects/clients engagedPosition Responsibilities:Calling and scheduling with prospective clientsImplement 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 emailTrack weekly and monthly progress of all calls made in CRM system this includes number of calls made appointments set and appointments keptConsistent follow-up with prospective clientsAssist in the management of the Advisors calendar through setting first appointmentsFollow all protocols for appointment setting including naming conversation color coding and trackingSpeak with confidence about the firms mission core competencies the services we provide and the content we produceUnderstand the target client and their overall concerns regarding their retirement including but not limited to market fluctuation inflation recession required minimum distributions and the likePossess an awareness about upcoming events content releases and other marketing strategies and leverage these events to convert leads into appointmentsAttend seminars/workshopsUpdate CRM with details on all conversations and appointmentsRepresent the Client brand in all lead and client interactions including by phone in email and in personPerform other duties and projects assignedSalary:$40000 base bonus opportunityHours: In office: Monday Friday 9am-5pmEvening availability required for client events (around 1 per week)Presented by Advisor Employee Services Thank you for your interest in the Appointment Coordinator role. Advisor Employee Services a consulting firm located in Lenexa 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 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!Required Experience:IC Key Skills Sales Experience,Door-to-Door Experience,B2B Sales,Time Management,Customer Service,Cold Calling,Outbound Sales,Inside Sales,Telemarketing,CRM Software,Lead Generation,Phone Etiquette Employment Type : Full Time Experience: years Vacancy: 1