Client relationship
Job Posting for Client relationship at Johnson Brunetti Retirement & Investment Specialists
Client Relationship Coordinator
If you are a go-getter who is strong at using persuasive language, asking in-depth questions, and getting our prospects engaged, and if you want to be part of a driven financial organization with great initiatives, we want to hear from you! Johnson Brunetti is a leading retirement and investment firm with offices in Connecticut, Massachusetts and Georgia.
This position is based in our Wethersfield, CT office.
We are looking for a driven candidate who can grow a sales pipeline by coordinating multiple schedules and filling the calendars of our financial advisors in multiple offices.
This position requires that you possess the following skills :
- High level of communication and follow-through skills
- Strong persuasive phone skills to motivate prospects to set and keep appointments
- Previous experience in a relatable appointment scheduling or inside sales role
- Strong organizational skills
- Strong ability to follow through the entire process of converting prospects to clients
- Financial Industry knowledge / experience preferred
- Experience with MS Office and Salesforce preferred
- Telephone or inside sales experience is a plus
- 4 Year college degree
- Ability to work some evenings for events
Responsibilities / Tasks :
- Ability to fill the Financial Advisors’ schedules with qualified appointments through marketing efforts
- Calling, qualifying and scheduling prospects
- Consistent follow-up with prospects and clients
- Attend and set up seminars and workshops (in the evenings) and book appointments at the conclusion of programs (approximately 2- 3 a month)
- Accurate entry of data into CRM (salesforce) system from prospecting & and marketing efforts
- Work independently and proactively to meet business & department goals
Last updated : 2024-05-08
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