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Schedule Manager

2 months ago

Salt Lake City, United States The Investors Edge Full time
Job DescriptionJob DescriptionSalary: $50K Base

Our Mission

At Investors Edge, we're on a mission to democratize financial freedom. For two decades, we've been breaking down barriers in the investment world, making it possible for everyone to build their dream life through smart financial choices. Our innovative platform has revolutionized investing across 45 states, opening doors for those who thought the market was out of reach.


The Opportunity

We're looking for a dynamic Schedule Manager to join our award-winning team. This role is perfect for someone who thrives on human connection and has a passion for helping others succeed.

Your Impact:

  • Be the first point of contact for potential clients, setting the tone for their financial journey
  • Transform warm leads into excited prospects through engaging phone and text conversations
  • Hit the ground running with 50+ daily contacts and 30+ meaningful conversations
  • Use our time-tested script to qualify leads and schedule 30+ appointments weekly
  • Maintain meticulous records in our CRM, ensuring seamless client experiences


Why Investors Edge?

  • Competitive Compensation:
    • $50K Base Salary
    • Performance-based bonuses up to $25K+
  • Comprehensive Benefits Package:
    • Health Care stipend to customize your coverage
    • Life, Vision, and Dental insurance for peace of mind
    • 100% coverage for Telemed & Tele-Mental health services
    • 401K with generous 4% dollar-for-dollar match
    • Flexible PTO because we believe in work-life balance
  • Inspiring Workspace:
    • On-site wellness facilities including Gym, Sauna, and Showers
    • Fully-equipped kitchen with Coke Freestyle machine for unlimited beverage options
    • Ergonomic sit-stand desks for your comfort
    • Casual dress code that lets your personality shine
    • Convenient reserved parking


Are You Our Ideal Candidate?

  • You have a stable work history with no more than 2 job changes in the past 5 years
  • Your recent 2+ years of phone experience has honed your communication skills
  • You're comfortable managing 30+ daily phone conversations and 5+ hours of talk time
  • You have a track record of meeting and exceeding performance metrics
  • CRM data entry and pipeline management are second nature to you
  • Your extroverted personality shines through in every call
  • You're always eager to learn and quick to implement feedback


Key Performance Expectations:

  • Convert 50% of leads into meaningful conversations
  • Maintain a 54% appointment show rate
  • Generate $172 value per lead
  • Engage in 5+ hours of quality phone time daily


Essential Qualities:

  1. Forward-thinking mindset
  2. Self-starter with a resourceful approach
  3. Exceptional organizational skills
  4. Unwavering commitment to excellence
  5. Ability to work independently
  6. Resilience under pressure
  7. Persistent and goal-oriented


Technical Proficiencies:

  • Familiarity with popular CRM platforms (Hubspot, Salesforce, etc.)
  • Experience with VOIP phone systems
  • Stellar phone etiquette and communication skills

Ready to make a difference in people's financial lives? If you meet these criteria and are passionate about empowering others, we want to connect with you


At Investors Edge, we believe diversity drives innovation. We're proud to be an equal opportunity employer and are committed to fostering an inclusive environment where all team members can thrive.


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