Appointment Scheduler (Hybrid) - Pittsburgh, PA

Appointment Scheduler Are you looking to advance your career and truly make a difference? Are you an organized, self-motivated individual with excellent interpersonal skills? Capital A Wealth Management located in Cranberry Township, PA is looking for an Appointment Scheduler. 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, 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 attitudeExcellent communicatorAbility to work independently with little supervisionRemarkable organizational and prioritization skills, with meticulous attention to detailGoal-driven team player with a results-driven approachStrong work ethicAn entrepreneurial perspective to build client baseGreat customer service skillsPresent self with a professional and polite mannerComfortable communicating over phone and email, leveraging tools like Salesforce, Google Suite, calendar, scheduling, auto-dialers, SMS platforms and similar technologyMinimum Requirements:High School Diploma2+ years of experience working alongside a Financial Advisor OR within a sales role tasked with scheduling appointments for a companyIndustry experience preferredProficient with MS Office SuiteExperience with a CRM, SalesForceExceptional time management skillsProven record of getting prospects/clients engagedPosition Responsibilities:Calling and scheduling with prospective clientsImplement 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 emailTrack weekly and monthly progress of all calls made in CRM system, this includes number of calls made, appointments set and appointments keptConsistent follow-up with prospective clientsAssist in the management of the Advisor's calendar through setting first appointmentsFollow all protocols for appointment setting, including naming conversation, color coding and trackingSpeak with confidence about the 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 appointmentsAttend seminars/workshopsUpdate CRM with details on all conversations and appointmentsRepresent the Client brand in all lead and client interactions, including by phone, in email, and in personPerform other duties and projects as assignedSalary:Base salary $40k-$50k/year based on experienceUncapped commissionBenefits:Health InsuranceLife InsuranceDental InsuranceShort Term and Long Term Disability401kHours:In office: Monday-Friday, 8:30am-4:30pmPresented by Advisor Employee Services Thank you for your interest in the Appointment Scheduler 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!