Appointment Setter/Event Coordinator

3 weeks ago


Westbrook, United States Scranton Financial Group Full time
Job Overview

Scranton Financial Group, a dynamic and growth-oriented financial services firm in Westbrook, CT, is seeking a highly motivated and results-driven Relationship Manager/Scheduler to join our team.

This is a full-time, in-office position with unlimited earning potential through a base plus bonus plan. If you enjoy interacting with people, attending events, and have excellent communication skills, this may be the ideal opportunity for you.

What We Offer

  • Competitive compensation with an uncapped bonus plan
  • Great benefits package, including employee-paid premiums for medical, dental, vision, long/short-term disability, and life insurance
  • Paid holidays and paid time off
  • Opportunity for training and growth within the company
Job Summary

As a Relationship Manager/Scheduler, you will be responsible for identifying and reaching out to prospective clients, scheduling appointments for sales representatives, and coordinating events.

Key Responsibilities

  • Ensure a positive experience for each prospective client
  • Coordinate, plan, and attend seminars, workshops, and referral events
  • Perform post-event follow-up activities with attendees and schedule appointments
  • Encourage referrals through client interaction
  • Manage all inbound and outbound call volume, with the goal of setting appointments for advisors
  • Field incoming phone calls and adapt 50% or more into appointments
  • Make daily appointment confirmation calls to prospective clients
  • Track, assess, and report the status of events and call metrics each day
  • Manage and coordinate internal advisors' calendars with prospective clients
  • Ensure prospective client information is entered into the CRM program
  • Track and work closely with the sales representative on ongoing new business

The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time, or the scope of the position may change as necessitated by company demands and/or industry standards.

Requirements

Education, Experience, and Skill Requirements

  • Appointment Setter/Scheduler experience preferred
  • Sales and customer service experience a plus
  • High school diploma required, some college a plus
  • Able to travel overnight several times per month for seminars
  • Excellent time management and organization skills required
  • Top-notch verbal, written, and interpersonal skills, with excellent phone etiquette
  • Professional and courteous while persuasive and results-oriented
  • Outstanding listening skills and attention to detail
  • Familiar with travel/event coordination, supply management, and equipment maintenance
  • Comfortable working independently with little supervision
  • Advanced knowledge of Microsoft Office Suite
  • Proficient with multiple calendar management
  • Capable of multitasking while maintaining a positive attitude
  • Must be able to work for any US employer without sponsorship


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