- Ability to fill the Financial Advisors' schedules with qualified appointments that are produced 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 of conclusion of programs
- Accurate entry of data into CRM (salesforce) system from prospecting & marketing efforts
- Work independently and proactively to meet business & department goals
- 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
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Client Relationship Coordinator - Wethersfield, CT, United States - Alera Group
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Description
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.
We're an equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you're a California resident, please read the prior to applying.
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PandoLogic. Category:Customer Service, Keywords:Customer Service Representative, Location:Wethersfield, CT-06129