Advisor Talent Solutions
Join to apply for the
Client Relations Coordinator
role at
Advisor Talent Solutions .
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, YouTube 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
Position Responsibilities
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.
Benefits
Health Insurance
PTO
Paid Holidays
Quarterly bonuses
Cell phone and gym reimbursement
Free lunches
Team outings and group trips
Work‑life balance prioritized
Hours
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!
Seniority level
Associate
Employment type
Full‑time
Job function
Administrative, Finance, and Customer Service
Referrals increase your chances of interviewing at Advisor Talent Solutions by 2x.
Sign in to set job alerts for “Client Relations Coordinator” roles. Client Relations Coordinator - Oakwood, OH Oakwood, OH $45,000.00-$45,000.00 1 month ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Client Relations Coordinator
role at
Advisor Talent Solutions .
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, YouTube 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
Position Responsibilities
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.
Benefits
Health Insurance
PTO
Paid Holidays
Quarterly bonuses
Cell phone and gym reimbursement
Free lunches
Team outings and group trips
Work‑life balance prioritized
Hours
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!
Seniority level
Associate
Employment type
Full‑time
Job function
Administrative, Finance, and Customer Service
Referrals increase your chances of interviewing at Advisor Talent Solutions by 2x.
Sign in to set job alerts for “Client Relations Coordinator” roles. Client Relations Coordinator - Oakwood, OH Oakwood, OH $45,000.00-$45,000.00 1 month ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr