Job Details
Job Title: Client Relationship Scheduler
Location: On-Site Fort Wayne, IN
Industry: Financial
Job Description: Theoris Services is assisting our client in their search for a Client Relationship Scheduler to add to their growing team in Fort Wayne Indiana. The primary responsibility of this role is to engage leads, pre-qualify them, and convert them into First appointments, and ultimately long term clients.This role will not rely on cold calling to produce hot leads; instead, you will engage leads after they have expressed interest in one of their many marketing funnels. The ideal candidate for this position will be a good conversationalist, an excellent communicator, express a positive attitude, and be persistent, resilient and confident. They will have excellent follow-up skills and build relationships primarily over the phone, while also leveraging email and text. They will be motivated in making 60-100 outbound phone calls per day and be resilient when told no thank you. This role will work in tandem with the Marketing and Advisory teams to prioritize leads and execute contact strategies.
Requirements:
- MUST BE A US CITIZEN, or Green Card Holder (NO Corp to Corp, No Sponsorship Available)
- 2+ Years experience working within a Financial Advisory firm, sales role or call center tasked with converting leads into appointments.
- Ability to work independently with little supervision
- Excellent communication skills
- Remarkable organizational and prioritization skills, with a meticulous attention to detail
- Goal-driven team player with a result-driven approach.
- Superior aptitude in innovation and problem-solving PLUS meticulous attention to detail
- Comfortable communicating over phone and in email, leveraging tools like Salesforce, Google Suite, calendar scheduling, auto-dialers, SMS platforms and similar technology
- A working knowledge in Salesforce or equivalent is highly desirable
Responsibilities:
Communicate with open leads to keep them engaged, including appointment setting, appointment confirmations and event reminders, leveraging phone, email and text
Follow up with prospective clients during peak hours of availability and convenience, including nights and weekends when necessary
Leverage the brand s content library, including TV and Radio show content, YouTube videos, podcast, editorial, webinar, whitepaper and the like to continue conversations with open leads that convey the long-term value that the brand can provide
Manage the Advisor s calendars through setting First Appointments relative to their availability and existing appointment schedule, ensuring that their schedule is as full as possible
Update CRM with details on all conversations and appointments
Speak with confidence about the companies mission, core competencies, the services we provide and the content we produce
Possess an awareness about upcoming events, content releases and other marketing strategies, and leverage these events to convert leads into appointments
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.
Our goal is to Fuel Your Career! As a Theoris team member, you join a culture based on people-centered values and an environment that fosters both personal and professional growth. We build long-term relationships with our clients and our consultants. With over 30 years of building strong relationships in the industry, we re uniquely positioned to make the right connections. This knowledge is used to find the right job placement. Our recruiting teams are experts dedicated to the information technology and engineering staffing space and are highly respected by our client base.