Scheduling Coordinator

4 days ago


American Fork, Utah, United States The Investors Edge Full time
Job Opportunity

We are seeking a highly skilled Scheduling Coordinator to join our team at The Investors Edge. As a key member of our sales team, you will be responsible for transforming warm leads into scheduled appointments.

Key Responsibilities:

  • Engage with up to 50 leads per day through calls and texts, maintaining over 30 conversations daily.
  • Adhere to our provided script and maintain a high level of professionalism.
  • Utilize CRM systems for accurate data management and follow-up.
  • Exhibit strong, confident phone skills and an extroverted personality.

Requirements:

  • Minimum of 2 years in phone-based roles such as customer service, phone surveys, or appointment setting.
  • Proven capability to handle 30+ calls daily and achieve 5+ hours of phone activity per day.
  • Demonstrated success in meeting performance metrics and KPIs.

What We Offer:

  • A comprehensive benefits package, including health coverage, life insurance, vision, dental, and complete Telemed & Tele-Mental health services.
  • A 401K plan with a 4% employer match and Dollar for Dollar contributions.
  • A flexible PTO policy and a supportive work environment.

Technical Requirements:

  • Familiarity with CRM platforms such as HubSpot or Salesforce.
  • Experience with VOIP or soft phone systems.

Why Join Us:

The Investors Edge is a top workplace recognized for 20 years and twice featured on the Inc 5000 list. We prioritize innovation, accountability, and helping our clients achieve financial freedom. If you are a motivated and results-driven individual, we encourage you to apply for this exciting opportunity.


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