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Appointment Setter

Company: Family Wealth Group
Location: Lexington
Posted on: December 4, 2019

Job Description:

Appointment Setter - Family Wealth Group is currently seeking an Appointment Setter with the right attitude to join our growing team in Lexington, KY. - About the role: The Appointment Setter will report to the Director of Marketing. - They will provide the highest level of service that our current and potential customers deserve. The role will entail setting appointments for existing and new clients with care, detail, and follow up. The appointment setter will also be responsible for calling clients to confirm appointments and ensure the necessary paperwork is completed. - What you'll do: Call and schedule appointments with prospects Consistent follow up with prospects / clients Attend all seminars / workshops during work hours Keep CRM updated with prospect/ client interaction Work independently and proactively to meet personal business goals Work in tandem with the Client Relationship Specialist Report to the Director of Marketing Serve as back up for the Event Coordinator and Client Relationship Specialist as needed. Serves as key team player for maintaining the calendar for the Advisors and Family Wealth Group team events. Assist team with administrative tasks as needed Track weekly, and monthly progress, including number of calls made, appointments set and appointments kept with each Financial Advisor - Our ideal candidate: Education and Experience Experience in client service or sales Bachelor's Degree in Business, Marketing, or related field Proficient in MS Office and Proprietary client service software - Skills and Abilities Exceptional time management skills Strong verbal and written communication skills Customer service oriented Team oriented Ability to take direction - What we offer: Competitive salary range commensurate with experience Medical, dental, and vision benefits, 401k, PTO The opportunity to advance your career and truly make a difference - To Apply: Please submit your resume via the "APPLY NOW" - button Equal Opportunity Employer

Keywords: Family Wealth Group, Lexington , Appointment Setter, Other , Lexington, Kentucky

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