Client Engagement Specialist
1 week ago
Salary: $65,000
At Investors Edge, we blend financial innovation with personal empowerment. For over two decades, we have transformed the investment landscape, making financial independence attainable for all. Our advanced platform has enabled investors across 45 states to rise from underdogs to market contenders.
The Position: Client Engagement Specialist
We are seeking a dynamic Client Engagement Specialist to serve as the crucial connection between prospective clients and their financial aspirations. Your goal? Convert warm leads into eager prospects, paving the way for our sales team to excel.
Your Daily Responsibilities:
- Engage with over 50 potential clients through calls and messages
- Participate in more than 30 engaging conversations each day
- Skillfully utilize our established qualification script
- Schedule over 30 high-quality appointments weekly
- Maintain our CRM with accurate, real-time data
Essential Qualifications:
- Job Stability: Candidates should have held no more than two positions in the last five years, indicating a stable employment history.
- Phone Experience: A minimum of 2 years of recent experience in roles such as customer service, phone surveys, collections, or appointment setting is essential. Sales experience is not required.
- High Volume Calling: Proven recent experience managing 30 or more calls daily in your most recent role.
- Phone Time: Must have logged at least 5 hours of talk time per day for the past two years.
- Performance Metrics: A history of meeting or exceeding performance metrics and KPIs is crucial.
- Data Management: Experience with CRM systems, including accurate data entry and management for every call.
- Follow-Up Skills: Demonstrated ability to consistently follow up, manage pipelines, and effectively schedule appointments.
- Coaching Ability: Ability to receive and implement feedback promptly to enhance performance.
- Communication Skills: Outgoing personality with strong phone communication skills and confidence in managing conversations.
Why Choose Investors Edge:
- Attractive Compensation Package:
- $50K Base Salary
- Performance-driven bonuses exceeding $15K
- Comprehensive Benefits:
- Flexible Health Care stipend
- Life, Vision, and Dental coverage
- 100% Telemed & Tele-Mental health coverage (individual and family)
- 401K with 4% match
- Flexible PTO for work-life balance
- Motivating Work Environment:
- State-of-the-art Gym, Sauna, and Shower facilities
- Gourmet kitchen with Coke Freestyle machine
- Ergonomic sit-stand desks
- Casual, express-yourself dress code
- Prime parking spots
Performance Expectations:
- Lead Conversion Rate: 50%
- Appointment Show Rate: 54%
- Revenue Per Lead: $172
- Daily Phone Engagement: 5+ hours
Key Traits for Success:
- Innovative thinking
- Self-motivated go-getter
- Master organizer
- Commitment to top-tier performance
- Independent problem-solver
- Cool under pressure
- Unwavering determination
Technical Skills Required:
- Proficiency in CRM software (Hubspot, Salesforce, etc.)
- VOIP phone system expertise
- Exceptional phone communication finesse
If you resonate with our mission and meet our qualifications, we look forward to connecting with you.
Investors Edge is committed to diversity in all its forms. We proudly uphold equal opportunity employment, fostering an inclusive environment where unique perspectives drive our collective success.
#ZR
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