What are the responsibilities and job description for the Client Relations Coordinator position at Sound Income Group?
Description
Overview
We are seeking a dedicated and proactive Client Relations Coordinator (Appointment Setter) to join our team. This position plays a key role in connecting with clients and prospective clients, ensuring they have a positive experience while scheduling appointments for our sales representatives. These appointments can be in-person or over the phone. The Appointment Setter will engage with clients, help coordinate calendars, and manage inbound and outbound calls, with the goal of increasing sales opportunities and ensuring that the sales team operates at maximum efficiency.
Responsibilities
Overview
We are seeking a dedicated and proactive Client Relations Coordinator (Appointment Setter) to join our team. This position plays a key role in connecting with clients and prospective clients, ensuring they have a positive experience while scheduling appointments for our sales representatives. These appointments can be in-person or over the phone. The Appointment Setter will engage with clients, help coordinate calendars, and manage inbound and outbound calls, with the goal of increasing sales opportunities and ensuring that the sales team operates at maximum efficiency.
Responsibilities
- Provide excellent client service, ensuring every client and prospective client has a positive experience.
- Encourage referrals during client interactions to help grow the client base.
- Sponsor and attend “client” and “bring-a-friend” events to foster relationships and business development.
- Manage all inbound and outbound calls, focusing on scheduling appointments for advisors.
- Perform post-event follow-up with attendees and schedule subsequent appointments.
- Conduct daily appointment confirmation calls to ensure client meetings are secured.
- Input prospective client information into the CRM system for tracking and follow-up.
- Coordinate the internal calendars of advisors with clients and prospective clients to ensure efficient scheduling.
- Devote 60-70% of your day to prospecting phone calls and appointment-setting activities.
- Contribute to technology-driven programs aimed at growing client appointments and engagement.
- Prioritize appointments based on potential revenue and advisor schedules.
- Convert at least 50% or more of inbound phone calls into scheduled appointments.
- Track, assess, and report the status of events and call metrics on a daily basis.
- Use Microsoft Office Suite to manage and organize various aspects of the role effectively.
- Maintain a pleasant disposition while engaging clients and prospective clients.
- Provide clear explanations of services to potential clients during appointment-setting calls.
- Willing to travel overnight several times per month for seminars and events and up to 50% of the time.
- High school diploma required; some college, degree, or equivalent work experience preferred.
- Exceptional time management and organizational skills are essential.
- Ability to work independently with minimal supervision.
- Advanced knowledge of Microsoft Office Suite.
- Proficiency in calendar management, ensuring advisor schedules are well-organized.
- Skilled in multitasking while maintaining a positive attitude and client-focused approach.
- Strong professional telephone etiquette and clear verbal and written communication skills.
- Comfortable networking with clients, both in person and over the phone.
- Ability to work effectively as part of a team, collaborating with other professionals.
- Experience in travel and event coordination, including supply management and equipment maintenance.
- Must be able to work for any US employer without sponsorship.
