Appointment Setter - Birmingham, AL

Advisor Talent Solutions•Birmingham, AL

4h•Onsite

About The Position

Freedom Financial Group, a fast-paced financial firm in Birmingham, AL is seeking to add an Appointment Setter to our team! The ideal candidate will be a good conversationalist, an excellent communicator, express a positive attitude, be persistent and confident. They will have excellent follow-up skills and the ability to build relationships over the phone while never making the lead feel uncomfortable or pressured. As a “master of phone sales,” this individual will be calling to convert leads; you will engage leads after they have shown interest in one of our many marketing funnels. The role involves calling and scheduling with prospective clients, implementing and assisting in the creation of contact strategies, tracking progress of all calls in the CRM system (LeadCenter), consistent follow-up, and assisting in the management of the Advisor’s calendar.

Requirements

High School Diploma
3+ years’ experience in the financial or sales industry
Skilled in building strong, trust-based relationships with clients
Comfortable making outbound calls
Goal-driven team player with a results-driven approach
Possesses a positive attitude and willingness to learn
Highly organized and able to manage multiple leads
Self-motivated with a strong work ethic
Excellent communication; written and verbal

Nice To Haves

Proven record of getting prospects/clients engaged

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 progress of all calls made in the CRM system (LeadCenter), 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
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 (LeadCenter) with details on all conversations and appointments
Perform other duties and projects assigned