Jobs
>
Wethersfield

    Client Relationship Coordinator - Wethersfield, United States - Johnson Brunetti Retirement & Investment Specialists

    Johnson Brunetti Retirement & Investment Specialists
    Johnson Brunetti Retirement & Investment Specialists Wethersfield, United States

    4 days ago

    Default job background
    Description

    Client Relationship Coordinator

    If you are a go-getter who is strong at using persuasive language, asking in-depth questions, and getting our prospects engaged, and if you want to be part of a driven financial organization with great initiatives, we want to hear from you Johnson Brunetti is a leading retirement and investment firm with offices in Connecticut, Massachusetts and Georgia. This position is based in our Wethersfield, CT office.

    We are looking for a driven candidate who can grow a sales pipeline by coordinating multiple schedules and filling the calendars of our financial advisors in multiple offices.

    This position requires that you possess the following skills:


    • High level of communication and follow-through skills


    • Strong persuasive phone skills to motivate prospects to set and keep appointments


    • Previous experience in a relatable appointment scheduling or inside sales role


    • Strong organizational skills


    • Strong ability to follow through the entire process of converting prospects to clients


    • Motivated and driven by reaching goals and growth


    • Financial Industry knowledge/experience preferred


    • Experience with MS Office and Salesforce preferred

    ● Telephone or inside sales experience is a plus

    ● 4 Year college degree

    ● Ability to work some evenings for events

    Responsibilities/Tasks:


    • Ability to fill the Financial Advisors' schedules with qualified appointments through marketing efforts


    • Calling, qualifying and scheduling prospects


    • Consistent follow-up with prospects and clients


    • Attend and set up seminars and workshops (in the evenings) and book appointments at the conclusion of programs (approximately 2- 3 a month)


    • Accurate entry of data into CRM (salesforce) system from prospecting & and marketing efforts


    • Work independently and proactively to meet business & department goals

  • Alera Group, Inc.

    Client Relationship Coordinator

    4 days ago

    Alera Group, Inc. Wethersfield, United States

    If you are a go-getter who is strong at using persuasive language, asking in-depth questions, and getting our prospects engaged, and if you want to be part of a driven financial organization with great initiatives, we want to hear from you Johnson B Client Relations, Relationship ...

  • Alera Group

    Client Relationship Coordinator

    2 weeks ago

    Alera Group Wethersfield, CT, United States

    If you are a go-getter who is strong at using persuasive language, asking in-depth questions, and getting our prospects engaged, and if you want to be part of a driven financial organization with great initiatives, we want to hear from you · Johnson Brunetti is a leading retirem ...

  • Alera Group

    Client Relationship Coordinator

    3 weeks ago

    Alera Group Wethersfield, United States

    OVERVIEW · If you are a go-getter who is strong at using persuasive language, asking in-depth questions, and getting our prospects engaged, and if you want to be part of a driven financial organization with great initiatives, we want to hear from you · Johnson Brunetti is a leadi ...

  • Massage Envy

    Member Relationship Coordinator

    2 weeks ago

    Massage Envy West Hartford, United States Regular Full time

    Overview · Be financially rewarded while helping others on their pathway to wellness: · Can you work 35-40 hours a week? Does working with general managers and company leadership while being connected to the company's financial goals excite you? Are you looking for a place wher ...

  • Alera Group

    Client Relationship Coordinator

    3 weeks ago

    Alera Group Wethersfield, CT, United States

    If you are a go-getter who is strong at using persuasive language, asking in-depth questions, and getting our prospects engaged, and if you want to be part of a driven financial organization with great initiatives, we want to hear from you · Johnson Brunetti is a leading retirem ...

  • Alera Group

    Client Relationship Coordinator

    3 weeks ago

    Alera Group Wethersfield, CT, United States

    If you are a go-getter who is strong at using persuasive language, asking in-depth questions, and getting our prospects engaged, and if you want to be part of a driven financial organization with great initiatives, we want to hear from you · Johnson Brunetti is a leading retirem ...

  • Massage Envy

    Member Relationship Coordinator

    3 weeks ago

    Massage Envy West Hartford, United States

    Overview: · **Be financially rewarded while helping others on their pathway to wellness**: · Can you work 35-40 hours a week? Does working with general managers and company leadership while being connected to the company's financial goals excite you? Are you looking for a place w ...

  • High Companies

    Territory Manager

    3 weeks ago

    High Companies Wethersfield, United States Full time

    Job Details · Description · Territory Manager · The Territory Manager has responsibility for overall leadership of all functions within the assigned territory of the parking garage/building services business with the objective of generating maximum profitability and ensuring f ...

  • AdviceOne LLC Careers

    Events and Branding Associate

    2 weeks ago

    AdviceOne LLC Careers Glastonbury, United States

    About the Role: · As an Events and Branding Associate at AdviceOne, you will be a member of a detail-oriented team in an ever-evolving environment. Your responsibilities will include the coordination and execution of live and virtual events to ensure incomparable service. In addi ...

  • LCB Senior Living

    Reflections Director- The Residence at Glastonbury

    3 weeks ago

    LCB Senior Living Glastonbury, United States

    Job Details · Description · If you have been looking for a career that loves you back... This is the one · LCB Senior Living is hiring Reflections/Memory Care Director at The Residence at Glastonbury. Apply today for immediate consideration · **Full-Time** · What We Offer: ...

  • WSP

    Senior Vice President

    2 weeks ago

    WSP Glastonbury, United States Regular, Full

    This Opportunity · WSP is currently initiating a search for a Senior Vice President - Property & Buildings for our Boston, MA office. The following locations will also be considered: Portland, ME; Glastonbury/Hartford, CT. Be involved in projects with our New England Property and ...

  • CNA

    Complex Claims Consultant

    3 weeks ago

    CNA Glastonbury, United States Full time

    JOB DESCRIPTION · : Essential Duties & Responsibilities · Performs a combination of duties in accordance with departmental guidelines: · Manages an inventory of highly complex healthcare professional liability claims, with large exposures that require a high degree of specializ ...

  • Alera Group

    Client Service Specialist

    6 days ago

    Alera Group Wethersfield, United States Full time

    Are you looking for an opportunity to utilize superior client service skills and work one-on-one · with clients daily? Are you driven, self-motivated and customer-focused? If you enjoy · developing long-term relationships, constantly challenging yourself, and providing superior · ...

  • United Employment Group, Inc.

    Concrete Project Manager

    3 weeks ago

    United Employment Group, Inc. Connecticut, United States

    Our client, a major concrete subcontractor, has more than 50 years of experience serving the commercial construction markets, partnering with our clients to provide value to projects of varying scope and complexity. · Primary Responsibilities · Oversees and coordinates the planni ...

  • Alera Group, Inc.

    Client Service Specialist

    2 weeks ago

    Alera Group, Inc. Wethersfield, United States

    Are you looking for an opportunity to utilize superior client service skills and work one-on-one · with clients daily? Are you driven, self-motivated and customer-focused? If you enjoy · developing long-term relationships, constantly challenging yourself, and providing superior ...

  • Henkel

    National Business Manager, East

    2 weeks ago

    Henkel Connecticut, United States Full time

    United States, Stamford, CT, United States, Dallas, TX, Henkel Consumer Brands · National Business Manager, East · At Henkel, you can build on a strong legacy and leading positions in both industrial and consumer businesses to reimagine and improve life every day. If you love cha ...

  • National Health Care Associates Inc.

    Clinical Evaluator

    3 weeks ago

    National Health Care Associates Inc. Wethersfield, United States

    A Great Place to Work · As a Certified Great Place to Work, we think that you are going to love it here. Your work will be meaningful to you. You will make a genuine difference in the lives of our aging guests and the families that love them. You will enjoy lasting bonds with the ...

  • Kain Colasanto, LLC

    Labor Relations Manager

    3 weeks ago

    Kain Colasanto, LLC Connecticut, United States

    Strategic Labor Relations Manager: Eastern Region (Connecticut) · Plays a pivotal role in fostering positive and productive labor relations across the network. Reporting to the VP, Chief Employment Counsel & Labor Relations Director, the Strategic Labor Relations Manager is respo ...

  • Dane Street, LLC

    Pain Management, PMR, Orthopedic Surgeons Needed

    5 days ago

    Dane Street, LLC Connecticut, United States Contract

    Dane Street is an Independent Review Organization and a national provider of Utilization Review services (among other offerings) and we are expanding our physician panel resulting in opportunities for non-traditional physician work and supplemental income. · We are looking for t ...

  • Alera Group

    Compliance Analyst

    3 weeks ago

    Alera Group Wethersfield, United States

    OVERVIEW · If you are a go-getter who is strong at using persuasive language, asking in-depth questions, and getting our prospects engaged, and if you want to be part of a driven financial organization with great initiatives, we want to hear from you · Johnson Brunetti is a leadi ...