Client Relations Coordinator
Are you looking to advance your career and truly make a difference? Are you an organized, self‑motivated individual with excellent interpersonal skills?
Russell Total Wealth and Wellness in Oakwood, OH is looking for a Client Relations Coordinator.
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, including informational workshops/seminars, webinars, radio ads, TV ads, social media, website leads, YouTube videos, paid social media, etc.
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 have the ability to build relationships over 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
Comfortable communicating over phone and email, leveraging tools like Salesforce, Google Suite, calendar, scheduling, auto‑dialers, SMS platforms and similar technology
Minimum 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
Proven record of getting prospects/clients engaged
Proficient with MS Office Suite
Experience with a CRM
Exceptional time management skills
Position 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
Salary
$45K + BIP (Bonus Incentive Program) + VKB (Visits Kept Bonus)
Program Details: BIP AVG: $8K–$10K per year. VKB: ($20/15min Strat Call, $60 OTRR Visit, $100 BP {that has fallen off the sales process, Leadership approval required}). Monthly Tiers for VKB: 1–10 $20/$60 (Call/OTRR), 11–20 $25/$70, 21–30 $30/$80, 31+ $35/$100. Both BIP and VKB are paid quarterly.
Benefits
Health Insurance
PTO
Paid Holidays
Quarterly bonuses
Cell phone and gym reimbursement
Free lunches
Team outings and group trips
Work‑Life balance prioritized
Hours
Monday‑Thursday 9am – 5pm, Friday’s 9am‑12pm – Remote
1‑2 evenings a month for client events
Presented by Advisor Employee Services. Thank you for your interest in the Appointment Coordinator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
#J-18808-Ljbffr
Russell Total Wealth and Wellness in Oakwood, OH is looking for a Client Relations Coordinator.
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, including informational workshops/seminars, webinars, radio ads, TV ads, social media, website leads, YouTube videos, paid social media, etc.
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 have the ability to build relationships over 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
Comfortable communicating over phone and email, leveraging tools like Salesforce, Google Suite, calendar, scheduling, auto‑dialers, SMS platforms and similar technology
Minimum 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
Proven record of getting prospects/clients engaged
Proficient with MS Office Suite
Experience with a CRM
Exceptional time management skills
Position 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
Salary
$45K + BIP (Bonus Incentive Program) + VKB (Visits Kept Bonus)
Program Details: BIP AVG: $8K–$10K per year. VKB: ($20/15min Strat Call, $60 OTRR Visit, $100 BP {that has fallen off the sales process, Leadership approval required}). Monthly Tiers for VKB: 1–10 $20/$60 (Call/OTRR), 11–20 $25/$70, 21–30 $30/$80, 31+ $35/$100. Both BIP and VKB are paid quarterly.
Benefits
Health Insurance
PTO
Paid Holidays
Quarterly bonuses
Cell phone and gym reimbursement
Free lunches
Team outings and group trips
Work‑Life balance prioritized
Hours
Monday‑Thursday 9am – 5pm, Friday’s 9am‑12pm – Remote
1‑2 evenings a month for client events
Presented by Advisor Employee Services. Thank you for your interest in the Appointment Coordinator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
#J-18808-Ljbffr