Retirement Solutions Coordinator

3 weeks ago


Durtol, Auvergne-Rhône-Alpes, United States Compass Retirement Solutions Full time

We are seeking a highly organized and proactive Retirement Solutions Coordinator to join our team in St. Louis, Missouri.

About the Role

This 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.
Compensation and Benefits

The base salary for this position is $60,000 annually, with potential bonuses and commissions based on performance.



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