Client Relationship Coordinator
Posted 2 months ago Expired
This job has expired
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Upload Your ResumeAbout This Role
Generate and schedule qualified appointments for Financial Advisors, support marketing events, and maintain accurate CRM data and pipeline management to achieve departmental goals.
Responsibilities
- Generate and schedule qualified appointments for Financial Advisors through outbound calling, prospect qualification, marketing initiatives, and consistent follow-up with prospects and clients
- Support marketing events and seminars, including evening workshops, on-site appointment booking, and proactive outreach to maximize conversion from prospects to clients
- Maintain accurate CRM data and pipeline management, working independently to meet scheduling, conversion, and departmental goals
Requirements
- Strong communication, persuasion, and follow-through skills
- Experience in appointment setting, inside sales, or a related client acquisition role
- Organizational and process management abilities
- Ability to manage multiple prospects through the full conversion lifecycle and maintain accurate records in CRM systems
- Four-year college degree
- Proficiency in Microsoft Office
Qualifications
- four-year college degree
Nice to Have
- Salesforce experience
- Financial services experience
Skills
* Required skills
Benefits
About Alera Group, Inc.
Alera Group is a large broker of US business, passionate about client success in Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services, known for combining national resources with local service.