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Client Appointment Coordinator/Financial Planning Support Specialist

2 months ago

Bradenton Florida, United States United Placement Group Full time

About Us
United Placement Group is a reputable Financial Advisory firm with extensive experience in the industry, committed to the principle that Financial Advisors should concentrate on their core competencies – assisting clients in securing their financial well-being, rather than being overwhelmed by administrative responsibilities.

Position Overview
We are seeking dedicated, service-oriented professionals to support our advisors during client interactions. In this capacity, you will work closely with our financial consultants to schedule a variety of appointments, utilizing our growing client network.

Key Responsibilities
- Manage and coordinate appointment schedules for financial advisors.
- Provide comprehensive administrative assistance.
- Conduct outbound calls to clients (no cold calling involved).

Company Culture
At United Placement Group, we are driven by innovation and powered by a team of talented individuals who are passionate about helping clients achieve their financial objectives. We operate in a dynamic and professional setting, emphasizing the growth and development of our team members. We believe that the success of our employees directly contributes to the success of our organization.

Work Environment
Please note that this position requires in-office attendance.

Qualifications
- Highly organized and professional demeanor.
- Excellent telephone communication skills.
- Prior experience in sales, appointment scheduling, or agent support.
- Ability to manage objections effectively using provided training materials.
- Strong work ethic and punctuality.
- Proficient in Windows-based applications.
- Capable of working independently while also being a collaborative team member.
- Skilled in building rapport with clients.
- Detail-oriented and deadline-driven.

Compensation and Benefits
Our compensation structure includes:
- Competitive hourly wage plus commission.
- Weekly W-2 compensation.
- Health, Dental, Vision, and Life Insurance available after 90 days.
- Paid time off, including vacation pay.
- 401K plan with company matching.