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Scheduling Specialist

3 months ago

Magna, United States The Investors Edge Full time
Job DescriptionJob DescriptionSalary: $60,000

Wanted: Financial Freedom Ringmaster (aka Appointment Setter)


Welcome to Investors Edge, where we've been juggling financial dreams and market realities for two decades We're the Houdinis of the investment world, making barriers disappear across 45 states. Our mission? Turning financial wallflowers into the life of the Real Estate party


The Star Act: Appointment Setter Extraordinaire


As our Appointment Setter Extraordinaire, you'll be the first voice clients hear before they take the financial trapeze (don't worry, we have a net).

Your death-defying feats:

  • Juggle 50+ potential investors daily (no actual juggling skills required, but impressive if you have them)
  • Perform 30+
  • Navigate our qualification tightrope 
  • Book 30+ high-wire appointments weekly 
  • Maintain our CRM with the precision of a laser-guided popcorn maker


The Non-Negotiable Tricks (aka Essential Qualifications):

  • Work stability- Can not have more than 2 Jobs in the last 5 years
  • Can not be self employed in the last 6 months 
  • Last Two years plus years of most of the day on the phone. Must come from role that is mostly on the phone
  • High Volume Calls- . In current or most recent role talking to 30+ different people every day
  • Talk time- In current or most recent role talking to 5+ hours of talk/ Available time  
  • Performance- In current or most recent role performance metrics and KPI required 
  • History of achievements or awards, recognition, have you been given in personal, professional, sports in the past two years? Examples: Employee of the month, Top Salesperson, Softball team went to the finals.
  • Follow Defined call flow on every call defined script or call-outline provided by your employer… where there are consequences for not following the script
  • Data Management- IN most current role required to enter specific data in crm on every call and managed that accurately for every conversation
  •  Follow up In your current role were you required to make MULTIPLE FOLLOWUP CONTACTS (calls/text/email) with the same contact (scheduling, rescheduling, follow ups, etc.
  • Demonstrated ability to be coachable take and implement feedback in timely manner
  • Must be an EXTROVERT enjoys talking to people on the phone. Talks with confidence and competence on the phone. 


Why Join Our Circus... Er, Company?

  • Compensation that doesn't require a magnifying glass to see:
    • $50K Base Salary (no peanuts, we promise)
    • Performance boosters up to $10K+ 
  • Benefits that'll make your friends jealous:
    • Health Care stipend 
    • Life, Vision, and Dental coverage 
    • 100% Telemed & Tele-Mental health coverage 
    • 401K with 4% match 
    • Flexible PTO (Paint The Office? No, the other kind of PTO)
  • Workspace that's more 'ooh' than 'ugh':
    • In-house sweat palace (aka Gym) and Sauna 
    • Kitchen that could make a food critic weep, featuring the mythical Coke Freestyle machine (136 flavors of caffeinated bliss)
    • Desks that go up and down
    • Parking spots closer 


Success Metrics (or "How to Know You're Nailing It"):

  • Lead Alchemy Rate: 50% 
  • Appointment Manifestation Rate: 54% 
  • Value Conjuring Per Lead: $172 
  • Daily Chatter Time: 5+ hours 


The Investors Edge Secret Sauce (Essential Traits):

  1. Work stability- Can not have more than 2 Jobs in the last 5 years
  2. Can not be self employed in the last 6 months 
  3. Last Two years plus years of most of the day on the phone. Must come from role that is mostly on the phone
  4. High Volume Calls- . In current or most recent role talking to 30+ different people every day
  5. Talk time- In current or most recent role talking to 5+ hours of talk/ Available time  
  6. Performance- In current or most recent role performance metrics and KPI required 
  7. History of achievements or awards, recognition, have you been given in personal, professional, sports in the past two years? Examples: Employee of the month, Top Salesperson, Softball team went to the finals.
  8. Follow Defined call flow on every call defined script or call-outline provided by your employer… where there are consequences for not following the script
  9. Data Management- IN most current role required to enter specific data in crm on every call and managed that accurately for every conversation
  10.  Follow up In your current role were you required to make MULTIPLE FOLLOWUP CONTACTS (calls/text/email) with the same contact (scheduling, rescheduling, follow ups, etc.
  11. Demonstrated ability to be coachable take and implement feedback in timely manner
  12. Must be an EXTROVERT enjoys talking to people on the phone. Talks with confidence and competence on the phone. 

 


Ready to run away and join our financial circus? If our mission makes your wallet do a happy dance and you've got all the tricks up your sleeve, let's tango

 


#ZR