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Phone Sales and Scheduling Specialist

3 months ago

Uniontown, United States Equitable Advisors LLC Full time

Company Overview:

At Equitable, we're individuals from different cultures and backgrounds with a variety of skills and interests. Our differences make us stronger as a team. That's the power of our Equitable community We are a leader in the financial services industry and continuously invest in our people, while working to be a force for good in the local community.

Position Overview:

We are seeking a motivated and results-driven individual to join our team as a Phone Sales and Scheduling Specialist. This role will primarily involve contacting potential clients in the financial planning industry, nurturing leads, and scheduling appointments. The successful candidate will have a strong passion for sales, exceptional communication skills, and the ability to thrive in a fast-paced environment.

Responsibilities:

* Conduct outbound calls to financial planning leads and effectively communicate the value of our services

* Build rapport and establish relationships with potential clients through active listening and engaging conversations

* Qualify leads and gather relevant information to determine their financial planning needs

* Schedule appointments for potential clients to meet with our licensed financial advisors

* Maintain accurate and up-to-date records of all interactions and appointments in our CRM system

* Collaborate with the sales team to optimize lead generation strategies and achieve sales targets

* Stay updated on industry trends, products, and services to effectively address client inquiries and objections

* Continuously improve sales and communication skills through ongoing training and professional development opportunities

Qualifications:

* Previous experience in phone sales or customer service roles, preferably in the financial services industry

* Excellent verbal and written communication skills

* Strong interpersonal skills with the ability to build relationships over the phone

* Proven track record of meeting or exceeding sales targets

* Familiarity with CRM software (Salesforce) and proficiency in using technology for sales and scheduling purposes, preferred

* Ability to multitask, prioritize, and manage time effectively

* Self-motivated with a positive attitude and a desire to learn and grow within the company

Benefits:

* Competitive comp package ($15-$18 per hour)

* Paid vacation and holidays

* Bonus opportunity

Career Growth:

We believe in investing in our employees' long-term success. This position serves as a steppingstone towards becoming a licensed financial advisor. As you excel in your role and demonstrate the necessary skills and commitment, you will have the opportunity to receive mentorship, training, and support to obtain the required licenses and transition into a financial advisory position.