Client Engagement Coordinator
2 weeks ago
Salary: $50K Plus Bonus $75K
About The Investors Edge
The Investors Edge is a forward-thinking organization dedicated to empowering individuals to achieve financial independence. With two decades of experience, we have been recognized as a top workplace and have made the prestigious Inc 5000 list on two occasions. Our cutting-edge platform facilitates investment opportunities across 45 states, simplifying access to a complex market for aspiring investors.
Position Summary
We are in search of a motivated Appointment Management Specialist to convert warm leads into confirmed appointments. Your primary responsibility will be to engage with prospective clients and lay the groundwork for our sales team.
Key Responsibilities:
- Initiate contact with 50 warm leads daily through phone and text communication
- Engage in over 30 conversations each day
- Utilize our established script to assess and qualify leads
- Schedule more than 30 appointments weekly
- Keep precise records in our Customer Relationship Management (CRM) system
What We Provide:
- Competitive Salary Structure:
- $50K Base Salary
- Potential Bonus of up to $25K+
- Comprehensive Benefits Package:
- Health Care stipend
- Life, Vision, and Dental insurance
- Full coverage for Telemedicine & Tele-Mental health services (for individuals and families)
- 401K plan with a 4% dollar-for-dollar match
- Flexible Paid Time Off policy
- Positive Work Environment:
- Onsite Gym, Sauna, and Shower facilities
- Fully equipped kitchen with modern appliances
- Adjustable sit-stand desks
- Casual dress code
- Reserved parking for employees
Qualifications:
- Consistent employment history (no more than 2 positions in the last 5 years)
- Minimum of 2 years of recent experience in phone-based roles (e.g., Customer Service, Surveys, Collections)
- Experience managing over 30 phone conversations daily
- 5+ hours of phone engagement in previous roles
- Strong performance metrics and Key Performance Indicator (KPI) management
- Proficient in CRM data entry and pipeline oversight
- Outgoing personality with confidence in phone interactions
- Receptive to coaching and quick to implement feedback
Performance Metrics:
- Lead to Conversations Ratio: 50%
- Appointment Show Rate: 54%
- Revenue Per Lead: $172
- Daily Phone Talk Time: 5+ hours
Essential Competencies:
- Innovative mindset
- Resourcefulness and Initiative
- Strong Organizational and Planning abilities
- Commitment to Excellence
- Independence
- Effective Stress Management
- Persistence
Technical Proficiencies:
- Experience with CRM software (e.g., Hubspot, Salesforce)
- Familiarity with VOIP communication systems
- Exceptional phone communication skills
If you possess these qualifications and are passionate about assisting individuals in their journey toward financial freedom, we encourage you to consider this opportunity.
The Investors Edge is an equal opportunity employer. We value diversity and are committed to fostering an inclusive environment for all employees.
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