
Financial Services Coordinator
1 day ago
- Conduct proactive outbound outreach to potential clients through calls, emails, and CRM-driven communications.
- Qualify prospects by understanding their financial goals, retirement concerns, or wealth-building interests.
- Arrange consultations with the appropriate financial advisers or coaches.
- Maintain accurate records of interactions, notes, and scheduled appointments in CRM systems.
- Follow up with warm leads to ensure engagement and appointment attendance.
- Collaborate with cross-functional teams (marketing, advisory, property specialists) to align messaging and improve conversion effectiveness.
- Provide a friendly introduction to our services.
Key Qualifications:
- Previous experience in appointment setting, telemarketing, or client outreach—preferably within financial services, accounting, real estate, or wealth coaching.
- Passion for financial wellness and understanding of financial concepts.
- 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.
- Able to adapt communication to various levels of financial literacy, making concepts approachable.
Requirements:
- Strong analytical and problem-solving skills.
- Ability to work independently and as part of a team.
- Flexibility to adapt to changing priorities and deadlines.
- Strong time management and organization skills.
- High level of professionalism and integrity.
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