Appointment Setting Specialist

1 month ago

Sandy, United States The Investors Edge Full time
Job DescriptionJob DescriptionSalary: $50K to $105K

Salary:  $30K Base Bonus Up to $50K  On Target Earnings $80K+ ( No Income Cap) - Current Top Performer is at $105K


Job Benefits:


  • Comprehensive Health Coverage: Enjoy a robust benefits package that includes a health care stipend, life insurance, vision and dental care, and full coverage for Telemed and Tele-Mental health services for both you and your family.
  • Retirement Savings: Benefit from a 401K plan with a 4% employer match and a Dollar for Dollar contribution to help secure your financial future.
  • Flexible Time Off: Take advantage of our flexible PTO policy, designed to provide you with the time off you need to maintain a healthy work-life balance.
  • Dynamic Work Environment: Work alongside a team that values dedication, innovation, and maintaining a balance between professional responsibilities and personal life.


Why You Should Join Us:


  • Recognition and Success: Be part of a company that has been recognized as a top workplace by the Salt Lake Tribune for 20 years and featured twice on the Inc 5000 list.
  • Culture of Excellence: We focus on fostering a culture that emphasizes innovation, accountability, and personal excellence, aiming to help our clients achieve financial freedom.
  • Supportive Team: Work with a team that is passionate, respectful, and committed to providing outstanding solutions. We focus on creating a collaborative and enjoyable work environment.
  • Simplified Investing: Our mission is to clear out misleading practices and make investing straightforward and accessible across 45 states, supporting underrepresented investors who might struggle to enter the market without our assistance.


Perks of Working Here:

 

  • Onsite Amenities: Take advantage of our onsite gym, sauna, showers, and massage chair to help you stay fit and relaxed.
  • Full Kitchen Access: Use our well-equipped kitchen, which includes an oven, stove, and a Coke Freestyle machine for a variety of beverage choices.
  • Comfortable Workspace: Work at ergonomic sit/stand desks with push-button controls, and enjoy a relaxed dress code—no need for formal attire.
  • Convenient Parking: Benefit from reserved parking spaces located right by the employee entrance, eliminating the need for long walks from distant parking areas.


What You’ll Be Doing:


  • Primary Role: As an Appointment Setter, your main responsibility will be to convert warm leads into scheduled appointments. This involves making calls, sending texts, and interacting with up to 50 leads daily.
  • Daily Tasks: You will be expected to handle an average of 30+ conversations each day while strictly adhering to the provided script to ensure consistency and effectiveness in communication.


Required Qualifications:


  • Job Stability: We prefer candidates who have had no more than two jobs in the last five years, demonstrating a stable work history.
  • Phone Experience: A minimum of 2 years of recent experience in roles such as customer service, phone surveys, collections, or appointment setting is required. Sales experience is not necessary.
  • High Volume Calling: Proven experience managing 30 or more calls daily in your most recent role.
  • Phone Time: Must have logged at least 5 hours of phone activity per day for the past two years.
  • Performance Metrics: A track record of meeting or exceeding performance metrics and KPIs is essential.
  • Data Management: Experience with CRM systems, including accurate data entry and management for every call.
  • Follow-Up Skills: Demonstrated ability to consistently follow up, manage pipelines, and schedule appointments effectively.
  • Coaching Ability: Capacity to receive and implement feedback in a timely manner to improve performance.
  • Communication Skills: Extroverted personality with strong phone communication skills and confidence in handling conversations.


Performance Metrics:


  • Lead Management: Handle up to 30 new leads daily and effectively follow up with existing leads to ensure timely appointments.
  • Conversation Volume: Engage in at least 30 conversations each day to maintain a high level of activity.
  • Appointment Setting: Achieve the target of setting 30+ appointments each week.
  • Lead-to-Conversation Ratio: Maintain a lead-to-conversation ratio of 50%.
  • Show Rate: Aim for a show rate of 54% for scheduled appointments.
  • Revenue per Lead: Target a revenue of $172 per lead.
  • Phone Talk Time: Ensure a minimum of 5 hours of phone talk time each day.


Key Competencies:


  • Innovative Thinking: Ability to think creatively and bring new ideas to the table.
  • Resourcefulness and Initiative: Demonstrated capability to take initiative and solve problems resourcefully.
  • Organizational Skills: Strong organizational abilities to manage tasks and priorities effectively.
  • Commitment to Excellence: Dedication to maintaining high standards of performance and quality.
  • Self-Motivation: Ability to work independently with a high degree of self-motivation.
  • Stress Management: Proficiency in managing stress and maintaining performance under pressure.
  • Persistence: Demonstrated perseverance and tenacity in achieving goals and overcoming challenges.


Technical Skills:


  • CRM Experience: Familiarity with contact management systems such as HubSpot or Salesforce is necessary.
  • Phone Systems: Experience with VOIP or soft phone systems is required.
  • Phone Skills: Proven ability to handle phone conversations with confidence and effectiveness.
  • Script Adherence: Ability to consistently follow and deliver scripted conversations while adapting as needed.


#ZR

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