Client Relations Coordinator
2 weeks ago
Econologics Financial Advisors - Client Relations Coordinator
We are looking for a committed Client Relations Coordinator to become a part of our dynamic team. In this role, you will engage with prospective clients to help broaden our clientele through effective appointment scheduling, follow-up communications, and providing essential administrative assistance to our sales department.
- Coordinate appointments for potential clients
- Offer administrative support for sales initiatives
- Potential for professional growth in sales or advisory roles
Compensation Package:
- Annual base salary ranging from $42,000 to $45,000, plus performance-based commissions
- Comprehensive benefits including health, dental, vision, life insurance, paid time off, and retirement savings plan
Training and Development:
Comprehensive training and ongoing support will be provided by Econologics Financial Advisors to ensure your success in this position. Our sales system and marketing resources are designed to assist you in effectively engaging with leads.
About Our Company:
Econologics Financial Advisors specializes in delivering financial planning services to private practice owners across the nation. Join our growing team and contribute to our success.
Your Role:
As a Client Relations Coordinator, you will be instrumental in attracting new clients by supporting the sales process. Your responsibilities will include scheduling appointments, assisting sales leads, and facilitating introductions between new clients and their advisory teams.
Required Qualifications:
- Experience in managing warm leads
- Background in office administration and client service
- Familiarity with Salesforce or similar customer relationship management tools
- Experience in outbound calling and appointment coordination
- Proficient in Microsoft Office and other computer applications
Key Skills and Attributes:
- Exceptional communication and telephone skills
- Strong organizational and time management capabilities
- Ability to handle multiple tasks effectively
- Genuine interest in providing client support
- Comfortable working in a fast-paced environment
Education and Experience Requirements:
- High School Diploma or equivalent qualification
- Experience in database management and office administration
- Basic training in sales techniques
We invite you to explore this opportunity with us.
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