What are the responsibilities and job description for the Client Relationship Coordinator - Boston area position at Johnson Brunetti?
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 :
