Client Services Coordinator
Advance Your Career and Truly Make a Difference. An exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established, reputable Independent Advisory & Financial Services Company.
Please note that this position does require at least 2+ years of experience in a Telemarketing role, the hospitality industry, or retail sales.
Description:
Position Summary: Retirement Planning firm in Charleston, SC is seeking a full-time, Client Services Coordinator located in our Myrtle Beach office. Candidate must exhibit exceptional time management skills, a proven record of getting prospects/client engaged over the phone, accept direction, be customer service oriented and skilled with technology. Excellent work environment provided with competitive pay and opportunities for professional and personal growth.
Position Overview:
The primary responsibility of this position is to engage prospects after they have shown interest from one of the many company marketing funnels which could include informational workshop/seminar, radio ad, TV ad, website, etc. This position will depend heavily upon a positive attitude, solid work ethic and the ability to build upon relationships over the phone. This role will overcome objectives in a professional, polite manner – never making the prospect feel uncomfortable at any time.
A brief summary of the tasks is below:
- Calling and scheduling with prospects
- Consistent follow-up with prospects
- Attend seminars/workshops in the Charleston area and Myrtle Beach
- Keep CRM updated with prospect/client interaction
- Work independently and proactively to meet personal business goals
- Assist team with administrative tasks, as needed
- Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Chief Advisor
- Perform other duties and projects as assigned
Prior to applying for this position, please visit www.curranfinancialpartners.com and review it thoroughly.
Job Type: Full-time
Pay: $35,000.00 - $45,000.00 per year
COVID-19 Precaution(s):
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Work Remotely
This Job Is Ideal for Someone Who Is:
Job Type: Full-time
Pay: $35,000.00 - $45,000.00 per year
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Work Location: One location