Appointment Scheduler

Description

Job Summary:
The Appointment Setter plays a key role in connecting with clients and prospective clients, ensuring they have a positive experience while scheduling appointments for our sales representatives. These appointments can be in-person or over the phone. The Appointment Setter will engage with clients, help coordinate calendars, and manage inbound and outbound calls, with the goal of increasing sales opportunities and ensuring that the sales team operates at maximum efficiency.

Key Responsibilities:

· Provide excellent client service, ensuring every client and prospective client has a positive experience.

· Encourage referrals during client interactions to help grow the client base.’

· Sponsor and attend “client” and “bring-a-friend” events to foster relationships and business development.

· Manage all inbound and outbound calls, focusing on scheduling appointments for advisors.

· Perform post-event follow-up with attendees and schedule subsequent appointments.

· Conduct daily appointment confirmation calls to ensure client meetings are secured.

· Input prospective client information into the CRM system for tracking and follow-up.

· Coordinate the internal calendars of advisors with clients and prospective clients to ensure efficient scheduling.

· Devote 60-70% of your day to prospecting phone calls and appointment-setting activities.

· Contribute to technology-driven programs aimed at growing client appointments and engagement.

· Prioritize appointments based on potential revenue and advisor schedules.

· Convert at least 50% or more of inbound phone calls into scheduled appointments.

· Track, assess, and report the status of events and call metrics on a daily basis.

· Use Microsoft Office Suite to manage and organize various aspects of the role effectively.

· Maintain a pleasant disposition while engaging clients and prospective clients.

· Provide clear explanations of services to potential clients during appointment-setting calls.

Requirements

Requirements:

· Must be able to work for any US employer without sponsorship.

· Willingness to travel overnight several times per month for seminars and events.

· High school diploma required; some college, degree, or equivalent work experience preferred.

· Exceptional time management and organizational skills are essential.

· Ability to work independently with minimal supervision.

· Advanced knowledge of Microsoft Office Suite is necessary.

· Proficiency in calendar management, ensuring advisor schedules are well-organized.

· Skilled in multitasking while maintaining a positive attitude and client-focused approach.

· Strong professional telephone etiquette and clear verbal and written communication skills.

· Comfortable networking with clients, both in person and over the phone.

· Ability to work effectively as part of a team, collaborating with other professionals.

· Experience in travel and event coordination, including supply management and equipment maintenance.

Physical Requirements

· Ability to work for extended periods at a desk using a computer with a keyboard, mouse, and monitor.

· Occasional repetitive motions for computer equipment use.

· Ability to lift up to 10 pounds if/when necessary.

· Regular use of telephone and email for communication.

· Work is typically performed in an office setting, involving routine sitting, bending, and stooping.

Why Join Us?

This role offers an exciting opportunity to contribute to the growth and success of the team while honing professional communication and organizational skills. The ideal candidate will be proactive, goal-oriented, and passionate about client relationships.