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Client Engagement Specialist

2 months ago

St Louis, Missouri, United States Compass Retirement Solutions, LLC Full time

Client Engagement Specialist

Are you ready to elevate your professional journey and make a significant impact? We are seeking a highly organized and self-driven individual with outstanding interpersonal abilities to join our dynamic financial services firm, Compass Retirement Solutions, LLC. This role focuses on connecting with potential clients who have expressed interest through various marketing channels.

In this position, you will not be engaging in cold outreach; rather, you will follow up with leads who have already shown interest via our diverse marketing strategies, including educational workshops, online webinars, radio and television advertisements, social media campaigns, and more.

The ideal candidate will possess excellent conversational skills, demonstrate effective communication, maintain a positive demeanor, and exhibit persistence and confidence. You should have strong follow-up capabilities and the talent to cultivate relationships through phone, email, and text, ensuring that prospects feel comfortable and valued throughout the process.

Essential Qualities:

  • Personable with a positive outlook
  • Exceptional communication skills
  • Able to work autonomously with minimal oversight
  • Outstanding organizational skills with keen attention to detail
  • Results-oriented team player
  • Strong commitment to work ethics
  • Entrepreneurial mindset for client development
  • Excellent customer service abilities
  • Professional and courteous demeanor
  • Proficient in utilizing communication tools such as CRM systems, Google Suite, and scheduling applications

Basic Qualifications:

  • Experience in a fast-paced work environment is preferred
  • Proficient in Microsoft Office Suite
  • Familiarity with CRM software
  • Exceptional time management skills
  • Demonstrated success in engaging prospects and clients

Key Responsibilities:

  • Answering incoming calls and welcoming clients
  • Scheduling appointments with prospective clients
  • Developing and implementing strategies to keep leads engaged, including appointment setting and reminders through phone and email
  • Tracking call metrics and appointment outcomes in the CRM system
  • Assisting in managing the Advisor's calendar for initial meetings
  • Adhering to appointment-setting protocols
  • Communicating confidently about the firm's mission and services
  • Staying informed about upcoming events and marketing initiatives to convert leads
  • Participating in seminars and workshops
  • Updating CRM with detailed notes on interactions and appointments
  • Representing the brand in all client interactions
  • Contributing to marketing ideas and initiatives
  • Performing additional duties as assigned

Compensation:

  • Salary range: $50,000-$60,000 based on experience

Benefits:

  • Benefits to be discussed during the interview process
  • Flexible working hours

Work Schedule:

  • Monday to Friday
  • 8:00 AM to 4:30 PM
  • Some evenings and weekends may be required for client events

Presented by Advisor Employee Services Thank you for considering the Client Engagement Specialist position. Advisor Employee Services specializes in representing top financial advisors across the nation, ensuring that we meet the precise personnel needs of our clients. If you believe you possess the skills required for this role, we encourage you to explore this opportunity further.