Retirement Solutions Coordinator
3 weeks ago
We are seeking a highly organized and proactive Retirement Solutions Coordinator to join our team in St. Louis, Missouri.
About the RoleThis role plays a crucial part in ensuring efficient appointment scheduling and smooth marketing events for Compass Retirement Solutions.
Key Responsibilities:- Schedule appointments for leads from various sources, ensuring timely follow-up and no conflicts or double-bookings.
- Maintain and update the appointment calendar, ensuring accuracy and efficiency.
- Communicate with leads via phone, email, and other channels to confirm appointments.
- Assist in planning, coordinating, and executing marketing events such as seminars, dinner seminars, open houses, and celebrations.
- Support event logistics, including setting up venues, preparing materials, and coordinating with vendors.
- Provide exceptional customer service to attendees and ensure a positive experience.
- Collaborate with the marketing and sales teams to ensure seamless execution of events and appointments.
- Track and report on appointment and event outcomes, providing insights for continuous improvement.
The base salary for this position is $60,000 annually, with potential bonuses and commissions based on performance.
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Appointments and Events Specialist
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Durtol, Auvergne-Rhône-Alpes, United States Compass Retirement Solutions Full timeJob SummaryCompass Retirement Solutions is seeking a highly motivated and organized individual to fill the role of Appointment Setter and Marketing Assistant in St. Louis, Missouri.ResponsibilitiesSchedule appointments for leads coming from various sources, ensuring timely and accurate follow-up.Maintain and update the appointment calendar to prevent...
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Durtol, Auvergne-Rhône-Alpes, United States Compass Retirement Solutions Full timeJob OverviewWe are looking for a highly organized and proactive individual to fill the role of Appointment Setter and Marketing Assistant at Compass Retirement Solutions in St. Louis, Missouri.Duties and ResponsibilitiesEffectively schedule appointments for leads coming from various sources, ensuring timely and accurate follow-up.Maintain and update the...
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Office Administrator
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Durtol, Auvergne-Rhône-Alpes, United States Compass Retirement Solutions Full timeCompany OverviewCome join Compass Retirement Solutions, a company dedicated to helping individuals achieve financial security and a fulfilling retirement. We are committed to providing personalized retirement solutions through a combination of financial planning, investment management, and comprehensive retirement strategies.
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