Appointment Setter - New Braunfels, TX,

Appointment Setter ·   · Are you looking to advance your career and truly make a difference? Are you an organized, self-motivated individual with excellent interpersonal skills? First Fidelity Wealth Management, located in San Antonio, TX is looking for an Appointment Setter. Thi ...

Job description

Appointment Setter
 
Are you looking to advance your career and truly make a difference? Are you an organized, self-motivated individual with excellent interpersonal skills? First Fidelity Wealth Management, located in San Antonio, TX is looking for an Appointment Setter. This individual will be responsible for engaging with prospective clients and maintaining appointment calendars.
 
The ideal candidate is eager to grow their career in the financial industry, as this role may later evolve into a Paraplanner position for the right candidate. This person must demonstrate outstanding communication skills, maintain a positive attitude, and consistently shows persistence and confidence in achieving goals. They will have excellent follow-up skills and the ability to build relationships over the phone, email and text, while never making the lead feel uncomfortable or pressured.

Key Traits:
 

• Highly personable with a positive attitude
• Excellent communicator
• Ability to work independently with little supervision
• Remarkable organizational and prioritization skills, with meticulous attention to detail
• Goal-driven team player with a results-driven approach
• Strong work ethic
• An entrepreneurial perspective to build client base
• Great customer service skills
• Present self with a professional and polite manner

 
 
Minimum Requirements:
 

• Bachelor's degree preferred
• 2+ years of experience working alongside a Financial Advisor OR within a sales role tasked with scheduling appointments for a company
• Proficient with MS Office Suite
• Experience with Redtail CRM a plus
• Exceptional time management skills
• Proven record of getting prospects/clients engaged

 
 
Position Responsibilities:
 

• Calling and scheduling with prospective clients
• Implement and assist in the creation of contact strategies to keep open leads engaged with the brand, including appointment setting, appointment confirmations and event reminders – leveraging both phone and email
• Track weekly and monthly progress of all calls made in CRM system, this includes number of calls made, appointments set and appointments kept
• Consistent follow-up with prospective clients
• Assist in the management of the Advisor's calendar through setting first appointments
• Follow all protocols for appointment setting, including naming conversation, color coding and tracking
• Speak with confidence about the firm's mission, core competencies, the services we provide and the content we produce
• Understand the target client and their overall concerns regarding their retirement – including, but not limited to, market fluctuation, inflation, recession, required minimum distributions, and the like
• Possess an awareness about upcoming events, content releases and other marketing strategies, and leverage these events to convert leads into appointments
• Attend seminars/workshops
• Update CRM with details on all conversations and appointments
• Represent the Client brand in all lead and client interactions, including by phone, in email, and in person
• Perform other duties and projects assigned

 
Salary:
 

• $43,000 base + bonus opportunity

 
Hours:
 

• In office: Monday – Friday, 9am-5pm
• Evening availability required for client events (around 1 per week)

 

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services