Appointment Coordinator - New Braunfels, TX

Advisor Talent Solutions•New Braunfels, TX

23d•$40,000•Onsite

About The Position

Appointment Coordinator 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 New Braunfels, TX is looking for an Appointment Coordinator. 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

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
Exceptional time management skills
Proven record of getting prospects/clients engaged

Nice To Haves

Experience with Redtail CRM a plus

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