Scheduling Specialist - Pittsburgh, PA

Advisor Talent Solutions•Pittsburgh, PA

6h•Onsite

About The Position

Capital A Wealth Management in Pittsburgh, PA is seeking an organized, self-motivated Scheduling Specialist with excellent interpersonal skills to engage with prospective clients who have shown interest in the company's marketing funnels. The role involves contacting leads generated from various sources such as workshops, webinars, ads, social media, and website inquiries. The ideal candidate will be a positive, persistent, and confident communicator adept at building relationships over the phone, email, and text without making leads feel pressured.

Requirements

High School Diploma
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 a CRM, SalesForce
Exceptional time management skills
Proven record of getting prospects/clients engaged

Nice To Haves

Industry experience preferred

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 as assigned