What are the responsibilities and job description for the Client Relationship Coordinator - Boston area position at Johnson Brunetti Retirement & Investment Specialists?
Client Relationship Coordinator
Are you a go-getter who is strong at using persuasive language, asking in-depth questions, and getting prospects engaged. If you are looking to use these skills in a growth minded financial organization with great initiatives, we want to hear from you! Johnson Brunetti is a leading retirement and investment firm with offices in Connecticut and Massachusetts. This position is based in our Needham, MA office.
We are looking for a driven candidate who can grow a sales pipeline by coordinating multiple schedules and filling the calendars of our financial advisors in multiple offices.
This position requires that you possess the following skills:
• High level of communication and follow-through skills
• Strong persuasive phone skills to motivate prospects to set and keep appointments
• Previous experience in a relatable appointment scheduling or inside sales role
• Strong organizational skills
• Strong ability to follow through the entire process of converting prospects to clients
• Financial Industry knowledge/experience preferred
• Experience with MS Office and Salesforce preferred
● Telephone or inside sales experience is a plus
● 4 Year college degree
● Ability to work some evenings for events
Responsibilities/Tasks:
• Ability to fill the Financial Advisors’ schedules with qualified appointments through marketing efforts
• Calling, qualifying and scheduling prospects
• Consistent follow-up with prospects and clients
• Attend and set up seminars and workshops (in the evenings) and book appointments at the conclusion of programs (approximately 1-2 weekly)
• Accurate entry of data into CRM (Salesforce) system from prospecting & and marketing efforts
• Work independently and proactively to meet business & department goals