Appointment Coordinator

4 weeks ago


St Louis, Missouri, United States Compass Retirement Solutions, LLC Full time
Appointment Coordinator

Compass Retirement Solutions, LLC is seeking a highly organized and self-motivated individual to join our team as an Appointment Coordinator. This role is ideal for someone who is passionate about building relationships and providing exceptional customer service.

Key Responsibilities:
  • Engage with prospective clients to schedule appointments and follow up on leads
  • Utilize CRM software to track progress and manage client relationships
  • Assist in the creation of contact strategies to keep open leads engaged with the brand
  • Represent the company in a professional and polite manner at all times
Requirements:
  • Experience working in a fast-paced environment preferred
  • Proficient with MS Office Suite and CRM software
  • Exceptional time management skills and ability to work independently
What We Offer:
  • Competitive salary range of $50,000-$60,000 BOE
  • Benefits package to be discussed by the firm
  • Flex time and opportunities for professional growth and development


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