Appointment Setter & Events Coordinator
Hybrid Financial, Fort Worth, Texas, United States, 76102
Hybrid Financial is a fast-growing financial firm dedicated to helping individuals and families create secure and fulfilling retirement plans. We pride ourselves on delivering personalized client experiences through strategic financial guidance and engaging educational events. We’re seeking a dependable, people-focused professional to join our close-knit and familial team as a
Appointment Setter & Events Coordinator —a vital role in both day-to-day operations and client engagement. Position Summary
This role blends administrative support, client coordination, and event logistics. You’ll be the first point of contact for many clients—responsible for scheduling appointments, maintaining records, and ensuring our seminars and events run smoothly. Ideal candidates are highly organized, courteous, detail-oriented, and comfortable critically thinking through multiple tasks in a client-facing environment. Key Responsibilities
Client Scheduling & Relationship Building
Schedule appointments for new and existing clients via phone, email, and text Follow up with clients after meetings and events to keep relationships strong Maintain consistent communication with prospects and leads through ongoing outreach Greet clients warmly upon arrival and ensure they are comfortable for their appointment Answer incoming calls and respond to voicemails and inquiries in a timely, professional manner Track all client and potential client touchpoints and communications within the CRM CRM, File Maintenance & Office Administration
Keep CRM updated with accurate and current client data, appointment notes, and follow-up tasks Maintain physical and digital client files in an organized and confidential manner Update account information and prepare necessary paperwork in advance of appointments Monitor workflows and ensure timely follow-up with leads, appointments, and service items Open and distribute incoming mail; manage basic office errands as needed Order and restock office supplies to ensure smooth daily operations Assist in planning, organizing, and executing client appreciation events and educational dinner seminars. 5-10 evenings a month Track RSVPs and manage guest lists Prepare event materials, signage, guest check-in lists, and post-event follow-up communications Attend all events and manage on-site logistics, client experience, and event breakdown Qualifications
At least 2 years of experience in appointment setting, customer service, and/or office administration is required. Strong ability to influence and motivate clients to schedule and keep appointments Intuitive ability to determine client’s interest and suitability for services Strong ability to remain courteous and professional under pressure Exceptional organizational and multitasking skills Excellent communication and interpersonal abilities with a warm, professional presence in person and over the phone Comfortable using or learning CRM software Reliable, punctual, and able to work 5-10 weekday evenings for events, as well as 1-2 weekend days a year, as needed Must have reliable and consistent transportation and the ability to use personal vehicle to travel to seminars and events, as well as satellite offices (quarterly) within a 60-mile radius of Fort Worth Salary: Up to $100,000 per year Bonus opportunities based on performance and event success Paid time off, including major holidays 401K plan Professional development and training Opportunity to grow with a fast-paced, client-first financial firm Hybrid Financial is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and do not discriminate based on race, ethnicity, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, veteran status, or any other status protected under federal, state, or local laws. All employ
#J-18808-Ljbffr
Appointment Setter & Events Coordinator —a vital role in both day-to-day operations and client engagement. Position Summary
This role blends administrative support, client coordination, and event logistics. You’ll be the first point of contact for many clients—responsible for scheduling appointments, maintaining records, and ensuring our seminars and events run smoothly. Ideal candidates are highly organized, courteous, detail-oriented, and comfortable critically thinking through multiple tasks in a client-facing environment. Key Responsibilities
Client Scheduling & Relationship Building
Schedule appointments for new and existing clients via phone, email, and text Follow up with clients after meetings and events to keep relationships strong Maintain consistent communication with prospects and leads through ongoing outreach Greet clients warmly upon arrival and ensure they are comfortable for their appointment Answer incoming calls and respond to voicemails and inquiries in a timely, professional manner Track all client and potential client touchpoints and communications within the CRM CRM, File Maintenance & Office Administration
Keep CRM updated with accurate and current client data, appointment notes, and follow-up tasks Maintain physical and digital client files in an organized and confidential manner Update account information and prepare necessary paperwork in advance of appointments Monitor workflows and ensure timely follow-up with leads, appointments, and service items Open and distribute incoming mail; manage basic office errands as needed Order and restock office supplies to ensure smooth daily operations Assist in planning, organizing, and executing client appreciation events and educational dinner seminars. 5-10 evenings a month Track RSVPs and manage guest lists Prepare event materials, signage, guest check-in lists, and post-event follow-up communications Attend all events and manage on-site logistics, client experience, and event breakdown Qualifications
At least 2 years of experience in appointment setting, customer service, and/or office administration is required. Strong ability to influence and motivate clients to schedule and keep appointments Intuitive ability to determine client’s interest and suitability for services Strong ability to remain courteous and professional under pressure Exceptional organizational and multitasking skills Excellent communication and interpersonal abilities with a warm, professional presence in person and over the phone Comfortable using or learning CRM software Reliable, punctual, and able to work 5-10 weekday evenings for events, as well as 1-2 weekend days a year, as needed Must have reliable and consistent transportation and the ability to use personal vehicle to travel to seminars and events, as well as satellite offices (quarterly) within a 60-mile radius of Fort Worth Salary: Up to $100,000 per year Bonus opportunities based on performance and event success Paid time off, including major holidays 401K plan Professional development and training Opportunity to grow with a fast-paced, client-first financial firm Hybrid Financial is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and do not discriminate based on race, ethnicity, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, veteran status, or any other status protected under federal, state, or local laws. All employ
#J-18808-Ljbffr