What are the responsibilities and job description for the Appointment Setter position at Jacobs Financial Services?
Job Posting: Appointment Setter – Grandville, MI
Jacobs Financial Services, a premier financial retirement planning firm, is seeking a motivated and detail-oriented Appointment Setter to join our team in Grandville, MI.
Key Responsibilities:
- Prequalify and schedule prospects who book through events and incoming leads from various marketing sources.
- Lead outreach calls to re-engage prospects and secure appointments for the sales team.
- Confirm all appointments on the calendars for the West Michigan market.
- Manage calendars for multiple team members, ensuring appointments are scheduled efficiently.
- Input prospect and client data into our CRM (RedTail) daily.
- Manage the third party confirmation system and respond to client and prospect needs as necessary.
- Manage sales files for upcoming appointments.
- Collaborate closely with the sales and marketing teams to ensure smooth client onboarding.
- Maintain accurate records of interactions and appointments in our CRM system.
Requirements:
- Strong communication and organizational skills.
- Confident phone etiquette and skilled at building rapport.
- Strong emotional resilience with the capacity to manage challenging situations and feedback while staying focused on goals.
- Ability to multitask and manage calendars for multiple people.
- Previous experience in appointment setting or customer service is a plus.
- Familiarity with CRM software (RedTail) is preferred but not required; training will be provided.
Why Work with Us? At Jacobs Financial Services, we foster a supportive, family-like environment where we believe in teamwork and personal growth. Join us and play a pivotal role in helping individuals secure their financial future.
If you’re a proactive individual with a passion for helping people, apply today to become part of our growing team!
Job Type: Full-time
Pay: From $50,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Shift:
- Day shift
Supplemental Pay:
- Bonus opportunities
Experience:
- Customer service: 1 year (Required)
- Organizational skills: 1 year (Required)
Ability to Relocate:
- Grandville, MI 49418: Relocate before starting work (Required)
Work Location: In person
Salary : $50,000