Appointment Coordinator

2 weeks ago


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

Compass Retirement Solutions, LLC is seeking a highly organized and self-motivated individual to fill the role of Appointment Coordinator. This position is responsible for engaging with prospective clients and converting leads into appointments.

Key Responsibilities:
  • Answering phone calls and greeting clients
  • Calling and scheduling appointments with prospective clients
  • Implementing and assisting in the creation of contact strategies to keep open leads engaged with the brand
  • Tracking weekly and monthly progress of all calls made in CRM system
  • Assisting in the management of the Advisor's calendar through setting first appointments
  • Following all protocols for appointment setting, including naming conversations, color coding, and tracking
  • Representing the Client brand in all lead and client interactions
Requirements:
  • Experience working in a fast-paced environment preferred
  • Proficient with MS Office Suite
  • Experience with a CRM
  • Exceptional time management skills
  • Proven record of getting prospects/clients engaged
Benefits:
  • $50,000-$60,000 BOE
  • Benefits to be discussed by the firm
  • Flex time

Compass Retirement Solutions, LLC is a reputable financial firm located in Creve Coeur, MO. We are looking for a motivated individual to join our team and contribute to our success.



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