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Appointment Coordination Specialist

2 months ago

Salt Lake, Utah, United States The Investors Edge Full time
Job Overview

Salary: $60,000

Position: Financial Appointment Coordinator

Welcome to Investors Edge, where we have been harmonizing financial aspirations with market realities for over two decades. Our goal is to transform financial novices into the life of the Real Estate celebration.

Your Role: Appointment Coordination Specialist

As our Appointment Coordination Specialist, you will be the initial point of contact for clients as they embark on their financial journey.

Your Key Responsibilities:

  • Engage with over 50 potential investors daily.
  • Schedule more than 30 appointments weekly.
  • Utilize our qualification process effectively.
  • Maintain our CRM with meticulous attention to detail.

Essential Qualifications:

  • Stable work history with no more than 2 jobs in the last 5 years.
  • No self-employment in the past 6 months.
  • Experience in a role primarily focused on phone communication for at least the last two years.
  • High volume of calls, engaging with 30+ individuals daily.
  • Minimum of 5 hours of talk time in current or most recent position.
  • Track record of meeting performance metrics and KPIs.
  • Recognition or awards in personal, professional, or sports endeavors in the last two years.
  • Ability to follow a defined call script with adherence to guidelines.
  • Experience in data management within a CRM during every interaction.
  • Required to conduct multiple follow-up communications with contacts.
  • Demonstrated ability to accept and implement feedback effectively.
  • Must possess extroverted qualities and enjoy engaging with clients over the phone.

Why Choose Investors Edge?

  • Competitive Compensation: $50K base salary with performance incentives up to $10K+
  • Comprehensive Benefits: Health care stipend, life, vision, and dental coverage, 100% telemedicine services, 401K with a 4% match, and flexible PTO.
  • Exceptional Work Environment: Access to an in-house gym and sauna, a well-equipped kitchen, and adjustable desks.

Performance Metrics:

  • Lead conversion rate of 50%.
  • Appointment booking rate of 54%.
  • Average value generated per lead: $172.
  • Daily communication time exceeding 5 hours.

Key Traits for Success:

  1. Stable work history with no more than 2 jobs in the last 5 years.
  2. No self-employment in the past 6 months.
  3. Extensive phone communication experience over the last two years.
  4. High volume of daily calls.
  5. Significant talk time in current or recent roles.
  6. Achievement of performance metrics and KPIs.
  7. Recognition or awards in recent years.
  8. Adherence to defined call scripts.
  9. Accurate data management in CRM.
  10. Experience with multiple follow-up communications.
  11. Ability to accept and implement feedback.
  12. Extroverted personality with strong phone communication skills.

If you are ready to embrace this opportunity and have the necessary skills, we encourage you to consider this role.