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Appointment Coordinator

Company: Euclid Financial Services LLC
Location: East Providence
Posted on: September 12, 2023

Job Description:

Appointment CoordinatorAre you looking to advance your career and truly make a difference? Are you an organized, self-motivated individual with excellent interpersonal skills? Our busy financial firm located in East Providence, RI is looking for an Appointment Coordinator. This individual will be responsible for engaging with prospect clients after they have shown interest from one of the many company marketing funnels.Key Traits:

  • Positive attitude
  • Strong work ethic
  • An entrepreneurial perspective to build client base
  • Great customer service skills
  • Present self with a professional and polite mannerMinimum Requirements:
    • 2+ years of experience working alongside a Financial Advisor OR within a sales role
    • Proficient with MS Office Suite
    • Experience with a CRM
    • Exceptional time management skills
    • Proven record of getting prospects/clients engaged
    • Life and Health Licensing preferred or obtained within specified time framePosition Responsibilities:
      • Calling and scheduling with prospective clients
      • Track weekly and monthly progress of all calls made in CRM system
      • Consistent follow-up with prospects
      • Attend seminars/workshops
      • Assist team with administrative tasks, as needed
      • Perform other duties and projects as assignedSalary$39,000 - $43,000 plus Bonus Structure!Presented by Advisor Employee Services Thank you for your interest in the Appointment Coordinator role. Advisor Employee Services, a consulting firm located in Overland Park, 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.

Keywords: Euclid Financial Services LLC, East Providence , Appointment Coordinator, Other , East Providence, Rhode Island

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