
Financial Services Coordinator
1 day ago
We are seeking a professional with exceptional communication skills to fill the role of Financial Services Coordinator. This position involves establishing connections between prospective clients and our team of financial experts.
The successful candidate will be responsible for conducting outbound outreach, qualifying prospects, scheduling consultations, and maintaining accurate records. They will also collaborate with various teams to ensure effective messaging and conversion.
About the Role- Conduct proactive outbound outreach through phone calls, emails, and CRM-driven communications to potential clients.
- Qualify prospects by understanding their financial goals, retirement concerns, or wealth-building interests.
- Schedule appointments with the appropriate financial advisers or coaches.
- Maintain accurate and timely records of interactions, notes, and scheduled appointments in CRM systems.
- Follow up with warm leads to ensure engagement and appointment attendance.
- Collaborate across teams (marketing, advisory, property specialists) to align messaging and improve conversion effectiveness.
- Prior experience in appointment setting, telemarketing, or client outreach within the financial services industry is preferred.
- Passion for financial wellness and understanding of client needs.
- Excellent communication skills—warm, clear, persuasive, and empathetic.
- Proficiency with CRM tools and workflow tracking; strong organizational habits.
- Goal-driven, with a track record of meeting outreach or booking targets.
- Competitive hourly rates with performance incentives tied to successful bookings.
- Flexible work-from-home setup with potential team workshops or collaborative sessions.
- Ongoing training to deepen understanding of financial services, property insight, and wealth creation methods.
- Opportunity to advance into broader client-facing or advisory roles as you gain knowledge and experience.
- Make a meaningful impact: help clients achieve financial confidence and secure futures.
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