Appointment Setter/Sales Engagement Professional

4 weeks ago


League City, Texas, United States Magellan Financial & Insurance Services, Inc. Full time
Empowering Financial Independence

At Magellan Financial & Insurance Services, Inc., we're dedicated to helping individuals and families achieve lasting financial stability and success. Our team of experts is passionate about providing personalized guidance and support to help our clients navigate the complexities of financial planning and wealth management.

Key Responsibilities:
  • Engage with potential clients through outbound calls, educating them on our services and scheduling appointments with our financial advisors.
  • Respond to inbound inquiries, turning prospects into scheduled meetings and fostering strong relationships with our clients.
  • Maintain and update CRM systems with lead and appointment information, ensuring seamless communication and collaboration with our team.
  • Collaborate with advisors to ensure a smooth handoff of scheduled appointments, providing exceptional client experiences from start to finish.
  • Follow up with leads post-contact to nurture ongoing relationships and identify new opportunities for growth.
  • Contribute to the ongoing development and improvement of our lead generation and appointment-setting processes, driving results and excellence in our industry.
Requirements:
  • 2+ years of experience in sales, telemarketing, or appointment setting, with a strong background in financial services (a plus).
  • Excellent communication and interpersonal skills, with a customer-first mentality and a passion for building strong relationships.
  • Proven ability to build rapport over the phone and convert leads into appointments, with a track record of success in sales and engagement.
  • Strong organizational skills and attention to detail in managing leads and schedules, with the ability to thrive in a fast-paced, team-oriented environment.
  • Proficiency with CRM systems and Microsoft Office Suite, with a willingness to learn and adapt to new technologies.
  • Enthusiasm for working in a dynamic, close-knit team environment, with a passion for contributing to the financial well-being of our clients.
Why Choose Magellan Financial & Insurance Services, Inc.?

We're more than just a company - we're a family united by a shared goal of helping individuals and families achieve financial independence. As part of our team, you'll enjoy a supportive and dynamic work environment, opportunities for professional development, and the satisfaction of contributing to the financial well-being of our clients.



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