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Appointment Setter

Company: McAdams Group, LLC
Location: Cordova
Posted on: January 27, 2023

Job Description:

Appointment SetterWant the opportunity of a lifetime with no downside risk? Rapidly growing, local Financial Planning Firm is seeking a motivated candidate to join our well-established team!At McAdams Group LLC, our main goal is to help people who are in or nearing retirement, build a strategy based on their specific goals, to help enable them to generate renewable streams of income for their retirement. If you want to genuinely help people protect their hard-earned assets, while creating a career path and building your financial future, you wont want to miss out on this opportunity! Key Responsibilities:

  • Manage all inbound and outbound call volume, with the goal of setting appointments for in house advisors.
  • Utilize CRM daily for tracking prospect/client interaction.
  • Promote referrals through client interaction
  • Perform post-event follow-up activities with attendees and schedule appointments
  • Make daily appointment confirmation calls to prospective clientsTrack weekly and monthly progress, including number of calls made, appointments set, and appointments kept with main advisor.Preferred Skills:
    • Entrepreneurial, high energy, self-starter, with a passion for expanding our business
    • Team player with excellent written and oral communication skills, strong interpersonal and organizational skills, and ability to work in a fast-paced environment
    • -Ability to quickly learn new processes, work under pressure, and prioritize responsibilities
    • Ideal characteristics include: proactive, self-motivated, energetic, enthusiastic, and flexible
    • Excellent communication skills
    • -Experience working in a financial group desired
    • Ability to establish and maintain positive relationships with existing and potential clients
    • Ability to market to existing and potential clients in person and by telephone
    • Persistent with an entrepreneurial viewpoint to build a client base
    • Effective time management
    • Ambitious with a sense of urgency and initiative; proactive vs. reactive
    • 2-5 years experience in sales is a plusOffering competitive compensation structure plus incentive plan based on experience; plus benefits including full health, dental and 401(k) matching.Powered by JazzHR

Keywords: McAdams Group, LLC, Memphis , Appointment Setter, Other , Cordova, Tennessee

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