Client Relationship Scheduler

Fort Wayne, Indiana
Posted: 06/07/2024

Howard Bailey Financial, Inc., a growing retirement planning firm with a mission of helping others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies, is seeking a sales-driven, self-motivated and personable Appointment Setter to join their growing team. The primary responsibility of this role is to engage leads, pre-qualify them, and convert them into First Appointments, and ultimately, long-term clients.

This role will not rely on cold calling to produce hot leads; instead, you will engage leads after they have expressed interest in one of our many marketing funnels, including informational workshops, webinars, radio ads, TV ads, social media, website, YouTube, paid social media, etc.

The ideal candidate will be a good conversationalist, an excellent communicator, express a positive attitude, and be persistent, resilient and confident. They will have excellent follow-up skills and build relationships primarily over the phone, while also leveraging email and text. Thay will be motivated in making 60-100 outbound phone calls per day and be resilient when told “no thank you.” This role will work in tandem with the Marketing and Advisory teams to prioritize leads and execute contact strategies.

Essential Duties and Responsibilities:
(Note: Other relevant duties may be assigned.)

  • Communicate with open leads to keep them engaged, including appointment setting, appointment confirmations and event reminders, leveraging phone, email and text
  • Follow up with prospective clients during peak hours of availability and convenience, including nights and weekends when necessary
  • Leverage the brand’s content library, including TV and Radio show content, YouTube videos, podcast, editorial, webinar, whitepaper and the like to continue conversations with open leads that convey the long-term value that the brand can provide
  • Manage the Advisor’s calendars through setting First Appointments relative to their availability and existing appointment schedule, ensuring that their schedule is as full as possible
  • Update CRM with details on all conversations and appointments
  • Speak with confidence about Howard Bailey’s mission, core competencies, the services we provide and the content we produce
  • Possess an awareness about upcoming events, content releases and other marketing strategies, and leverage these events to convert leads into appointments
  • 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

Education and Experience:

  • Bachelor’s Degree, preferably in Finance, Sales or similar field.
  • 2+ years’ experience working within a Financial Advisory firm, Sales role or Call Center, tasked with converting leads and scheduling appointments

Knowledge, Skills and Abilities:

  • Highly personable with an optimistic outlook on work and life
  • Excellent communicator
  • Ability to work independently with little supervision
  • Remarkable organizational and prioritization skills, with a meticulous attention to detail
  • Goal-driven team player with a result-driven approach
  • Superior aptitude in innovation and problem-solving PLUS meticulous attention to detail
  • Comfortable communicating over phone and in email, leveraging tools like Salesforce, Google Suite, calendar scheduling, auto-dialers, SMS platforms and similar technology
  • A working knowledge in Salesforce or equivalent is highly desirable

Company Benefits

  • Fully sponsored health and dental insurance for the employee
  • 401k with company match
  • Generous quarterly vacation and personal days
  • Wellness Program
  • Paid Holidays

Working at Howard Bailey

Howard Bailey’s mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our team of Advisors, Associate Advisors, and professionals from our Client Services, Impressions, Operations, and Marketing teams strive to deliver the very best experience in pre-retirement and retirement planning. Through education, one-on-one meetings, and a comprehensive team-planning approach, we have helped retirees across the country secure their financial futures. Our commitment to our mission, purpose, and core values is what makes the continued growth of Howard Bailey possible.

Howard Bailey is a growing firm with offices in Fort Wayne, Mishawaka, Brownsburg, Carmel, Indiana; and Perrysburg, Ohio. We also serve clients across the United States virtually.