Job Description:

Appointment SetterAre you looking to advance your career and truly make a difference? Are you an organized, self-motivated individual with excellent interpersonal skills? Our busy financial firm, SWAN Capital, in Pensacola, FL is seeking a sales-driven, self-motivated and personable Appointment Setter to join our growing team. The primary responsibility of this role will be to engage leads, pre-qualify them, and convert them into First Appointments, and ultimately, long-term clients.This role will not rely on cold calling to convert leads; instead, you will engage leads after they have shown interest in one of our many marketing funnels, including informational workshopseminars, webinars, radio 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 Skills:Highly personable with an optimistic outlook on work and lifeExcellent communicatorAbility to work independently with little supervisionRemarkable organizational and prioritization skills, with a meticulous attention to detailGoal-driven team player with a result-driven approachSuperior aptitude in innovation and problem-solvingComfortable communicating over phone and in email, leveraging tools like Salesforce, Google Suite, calendar scheduling, auto-dialers, SMS platforms and similar technologyMinimum Requirements:Bachelors Degree preferred2+ years experience working within a Financial Advisory firm, or within a Sales role tasked with scheduling appointments for a companyPosition Responsibilities: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 emailLeverage the brand's content library, including Radio show content, YouTube videos, podcast, editorial, webinar, whitepaper and the like to continue conversations with open leads that convey the long-term value that the brand can provideFollow up with prospective clients during peak hours of availability and convenience, including nights and weekends when necessaryAssist in the management of the Advisor's calendars through setting First Appointments relative to their availability and existing appointment scheduleFollow all protocols for appointment setting, including naming convention, color coding and trackingSpeak with confidence about firm's mission, core competencies, the services we provide and the content we produceUnderstand the target client and their overall concerns regarding their retirement, including (but not limited to) market fluctuation, inflation, recession, required minimum distributions, and the likePossess an awareness about upcoming events, content releases and other marketing strategies, and leverage these events to convert leads into appointmentsUpdate CRM with details on all conversations and appointmentsTrack weekly and monthly progress, including number of calls made, appointments set and appointments keptRepresent the Client brand in all lead and client interactions, including by phone, in email and in personSalary Base:$45,000year + bonusBenefitsHealthcare8% 401(k) match vested at 90 days15 days PTO from start8 paid holidays per yearHours:Monday - FridayPresented by Advisor Employee Services Thank you for your interest in the Appointment Setter role. Advisor Employee Services, a consulting firm located in Overland Park, 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 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!