Martin Wealth Solutions, a premier Wealth Management Firm located in Roanoke, VA, seeks an outgoing and self-motivated Administrative Assistant / Appointment Generator (Appointment Setter) to join our growing team.

This is a full time, in-office position. No remote or hybrid scheduling.

If you’re looking for the potential to influence your income (base bonus plan) and you enjoy talking on the telephone, marketing, attending live events and interacting with people, this may be the ideal position for you.

What Martin Wealth offers

• Competitive compensation included an uncapped bonus plan.
• Great benefits package including employee paid premiums for dental, vision, and 401k match a medical plan.
• Paid holidays/paid time off.
• Opportunity for training and growth within the company

Job Summary

Responsible for identifying and reaching out to prospective clients on the phone and scheduling appointments for the sales reps, either in person or via telephone

Account opening and servicing our clients.

Responsibilities

• Ensure each prospective client has a positive experience.
• Coordinate our YouTube and Podcast marketing activities
• Perform general administrative and support functions for senior financial advisor.
• Work with senior financial advisor to prepare comprehensive and modular financial plans.
• Attend seminars, workshops, and referral events.
• Perform post-event follow-up activities with attendees and schedule appointments.
• Encourage referrals through client interaction.
• Manage all inbound and outbound call volume, with the goal of setting appointments for advisors. Field incoming phone calls and adapt 50% or more into appointments.
• Master and carry-out prospecting phone calls for 30-50% of the day. Eagerly explain services to potential clients when making appointments.
• Make daily appointment confirmation calls to prospective clients.
• Track, assess and report the status of events and call metrics each day.
• Manage and coordinate internal advisors’ calendars with prospective clients. Evaluate which appointments take priority over others to maximize revenue.
• Ensure prospective client information is entered into the CRM program.
• Track and work closely with the sales representative on ongoing new business.

The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and/or industry standards.

Requirements:

Education, Experience, and Skill Requirements

• Appointment Setter/Scheduler experience preferred.
• Administrtive background.
• Sales and customer service experience a plus.
• High school diploma required, some college a plus.
• Able to work evenings 3-4 times per month for seminars.
• Excellent time management and organization skills are required.
• Top-notch verbal, written and interpersonal skills. Excellent phone etiquette.
• Professional and courteous while persuasive and results oriented.
• Outstanding listening skills and attention to detail.
• Familiar with travel/event coordination, supply management and equipment maintenance.
• Comfortable working independently with little supervision.
• Advanced knowledge of Microsoft Office Suite.
• Proficient with multiple calendar management.
• Capable of multitasking while maintaining a positive attitude.
• Must be able to work for any US employer without sponsorship.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 1 year

Shift:

• Day shift

Supplemental pay types:

• Bonus opportunities
• Quarterly bonus

Weekly day range:

• Monday to Friday

Work setting:

• Call center
• In-person
• Office

Ability to Commute:

• Roanoke, VA (Required)

Ability to Relocate:

• Roanoke, VA: Relocate before starting work (Required)

Work Location: In person