Client Relations Coordinator

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Are you looking to advance your career and truly make a difference? Are you an organized, self‑motivated individual with excellent interpersonal skills?
Russell Total Wealth and Wellness in Oakwood, OH is looking for a Client Relations Coordinator.

As a “master of phone sales,” this individual will be calling to convert leads; you will engage leads after they have shown interest in one of our many marketing funnels, including informational workshops, webinars, radio ads, TV ads, social media, website leads, You Tube videos, paid social media, etc.

The ideal candidate will be a good conversationalist, an excellent communicator, express a positive attitude, be persistent and confident. They will have excellent follow‑up skills and have the ability to build relationships over phone, email and text, while never making the lead feel uncomfortable or pressured.

• Highly personable with a positive attitude
• Ability to work independently with little supervision
• Remarkable organizational and prioritization skills, with meticulous attention to detail
• Goal‑driven team player with a results‑driven approach
• Strong work ethic
• An entrepreneurial perspective to build client base
• Present self with a professional and polite manner
• Comfortable communicating over phone and email, leveraging tools like Salesforce, Google Suite, calendar, scheduling, auto‑dialers, SMS platforms and similar technology
• 2+ years of experience working alongside a Financial Advisor OR within a sales role tasked with scheduling appointments for a company
• Proven record of getting prospects/clients engaged
• Proficient with MS Office Suite
• Experience with a CRM
• Exceptional time management skills

• Calling and scheduling with prospective clients
• Implement and assist in the creation of contact strategies to keep open leads engaged with the brand, including appointment setting, approvals and event reminders – leveraging both phone and email
• Track weekly and monthly progress of all calls made in CRM system, this includes number of calls made, appointments set and appointments kept
• Consistent follow‑up with prospective clients
• Assist in the management of the Advisor’s calendar through setting first appointments
• Follow all protocols for appointment setting, including naming conversation, color coding and tracking
• Speak with confidence about the firm’s mission, core competencies, the services we provide and the content we produce
• Understand the target client and their overall concerns regarding their retirement – including, but not limited to, market fluctuation, inflation, recession, required minimum distributions, and the like
• Possess an awareness about upcoming events, content releases and other marketing strategies, and leverage these events to convert leads into appointments
• Attend seminars/workshops
• Update CRM with details on all conversations and appointments
• Represent the Client brand in all lead and client interactions, including by phone, in email, and in person
• Perform other duties and projects as assigned
• $45K + BIP (Bonus Incentive Program) + VKB (Visits Kept Bonus)

BIP AVG: $8K-$10K per year

VKB: ($20/15min Strat Call, $60 OTRR Visit, $100 BP {that has fallen off the sales process, Leadership approval required})

Monthly Tiers for VKB: 1-10 $ 20/$60 (Call/OTRR), 11-20 $ 25/$70, 21-30 $ 30/$80, 31+ $35/$100

Both BIP and VKB are paid quarterly.

• Health Insurance
• PTO
• Paid Holidays
• Quarterly bonuses
• Cell phone and gym reimbursement
• Free lunches
• Team outings and group trips
• Work‑life balance prioritized

• Monday‑Thursday 9am – 5pm, Friday’s 9am‑12pm – Remote
• 1‑2 evenings a month for client events

Presented by Advisor Employee Services. Thank you for your interest in the Appointment Coordinator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

• Associate

• Full‑time

• Administrative, Finance, and Customer Service

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Oakwood, OH $45,000.00-$45,000.00 1 month ago

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