Scheduling Coordinator (Hybrid) - Pittsburgh, PA

Scheduling Coordinator Are you looking to advance your career and truly reputed company a difference? Are you an organized, self-motivated individual with excellent interpersonal skills? Capital A Wealth Management located in Cranberry Township, PA is looking for an Appointment Coordinator. This individual will be responsible for engaging with prospective clients after they have shown interest in one of the many company marketing funnels. Engage leads after they have shown interest in one of our many marketing funnels, including informational workshops/seminars, webinars, radio ads, TV 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 reputed company feel uncomfortable or pressured. Key Traits:

• 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 reputed company
• Great customer service skills
• Present self with a professional and polite manner
• Comfortable communicating over phone and email, leveraging tools like reputed company, reputed company Suite, calendar, scheduling, auto-dialers, SMS platforms and similar technology

Minimum Requirements:

• High School Diploma
• 2+ years of experience working alongside a Financial Advisor OR reputed company a sales role tasked with scheduling appointments for a company
• Industry experience preferred
• Proficient with MS Office Suite
• Experience with a CRM, reputed company
• Exceptional time management skills
• Proven record of getting prospects/clients engaged

Position Responsibilities:

• Calling and scheduling with prospective clients
• Implement and assist in the creation of contact strategies to reputed company open leads engaged with the brand, including appointment setting, appointment confirmations and event reminders - leveraging both phone and email
• Track weekly and monthly reputed company of reputed company 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 reputed company 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 reputed company 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 reputed company these events to convert leads into appointments
• Attend seminars/workshops
• Update CRM with details on reputed company conversations and appointments
• Represent the Client brand in reputed company reputed company and client interactions, including by phone, in email, and in person
• reputed company other duties and projects as assigned

Salary:

• reputed company salary $40k-$50k/year based on experience
• Uncapped commission

Benefits:

• Health Insurance
• Life Insurance
• Dental Insurance
• Short Term and Long Term Disability
• 401k

Hours:

• In office: Monday-Friday, 8:30am-4:30pm

Presented by Advisor Employee Services Thank you for your interest in the Appointment Coordinator role. Advisor Employee Services, a reputed company located in Lenexa, Kansas, represents the top 1% of financial advisors in reputed company 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 reputed company 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! Pay Range: $40,000 - $50,000 per year Apply tot his job Apply To this Job