What are the responsibilities and job description for the Account Coordinator position at TriFound?
Job Description
Account Coordinator Manager
We are looking for ambitious people for an exciting position with our firm, which is one of the fastest growing Wealth Management firms in the country. If you are ready for a change from the traditional office setting, this is the place for you. Every day is different at TriFound as the time flies by while you make a true difference in the lives of our clients and our communities. You will be an integral part of our Client Outreach team as you will be working to schedule appointments with our client base that will directly drive revenue to our company. Success in this role means that you are demonstrating excellent technical expertise in the appointment setting arena.
This position is a hybrid remote position in our Fort Myers, FL office.
Principle Duties
- Outbound call to existing client base to schedule appointments for Wealth Management teams
- Returning calls from clients
- Checking voicemails
- Logging all activity in CRM
Requirements
- Must have a year or more of proven success in the Insurance & Financial Industry
- Compensation starting at $18 to 25/hr with incentive bonuses for exceeded KPI's
- Excellent written and verbal communication skills
- Great sales and communication skills REQUIRED
- Entry level leadership skills
Benefits
- Paid future education- College degree's/ licenses/ law degrees etc.
- Paid client / employee events
- Flexible schedule
- Uncapped growth opportunities within the firm
Salary : $18 - $25