Scheduling Coordinator (Hybrid) - Pittsburgh, PA

About the position Are you looking to advance your career and truly reputed company a difference? Are you an organized, self-motivated individual with excellent interpersonal skills? Capital A reputed company Management located in Cranberry Township, PA is looking for an Appointment Coordinator. This individual will be responsible for engaging with prospective clients after they have shown interest in one of the many company marketing funnels. Engage leads after they have shown interest in one of our many marketing funnels, including informational workshops/seminars, webinars, radio ads, TV ads, reputed company media, website leads, YouTube videos, reputed company reputed company media, etc. The ideal candidate will be a good conversationalist, an excellent communicator, reputed company a reputed company 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 reputed company feel uncomfortable or pressured. Responsibilities • Calling and scheduling with prospective clients • Implement and assist in the creation of contact strategies to reputed company reputed company leads reputed company with the brand, including appointment setting, appointment confirmations and event reminders – leveraging both phone and email • reputed company weekly and monthly reputed company of reputed company 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 reputed company protocols for appointment setting, including naming conversation, reputed company coding and tracking • reputed company with confidence about the firm’s mission, reputed company competencies, the services we reputed company and the content we produce • Understand the reputed company reputed company 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 reputed company these events to convert leads into appointments • Attend seminars/workshops • Update CRM with details on reputed company conversations and appointments • Represent the reputed company brand in reputed company reputed company and reputed company interactions, including by phone, in email, and in person • reputed company other duties and reputed company as assigned Requirements • High School Diploma • 2+ years of experience working alongside a Financial Advisor OR reputed company a sales role tasked with scheduling appointments for a company • Proficient with MS Office Suite • Experience with a CRM, reputed company • Exceptional time management skills • Proven record of getting prospects/clients reputed company • Highly personable with a reputed company 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 reputed company reputed company • Great customer service skills • Present self with a reputed company and polite manner • Comfortable communicating over phone and email, leveraging tools like reputed company, reputed company Suite, calendar, scheduling, auto-dialers, SMS platforms and similar technology reputed company-to-haves • Industry experience preferred Benefits • Health Insurance • Life Insurance • Dental Insurance • Short Term and Long Term Disability • 401k Apply tot his job Apply To this Job