What are the responsibilities and job description for the Appointment Setting Specialist position at The Investors Edge?
Investors Edge is where financial innovation meets personal empowerment. For 20 years, we've been revolutionizing the investment landscape, making financial freedom accessible to everyone. Our cutting-edge platform has opened doors for investors across 45 states, turning financial underdogs into market players.
The Role: Appointment Setter Extraordinaire
We're on the hunt for a high-energy Appointment Setter to be the vital link between potential clients and their financial future. Your mission? Transform warm leads into hot prospects, setting the stage for our sales team to shine.
Your Daily Adventure:
- Engage with 50 potential clients through calls and texts
- Dive into 30 dynamic conversations daily
- Masterfully navigate our proven qualification script
- Book 30 high-quality appointments weekly
- Keep our CRM humming with precise, up-to-the-minute data
Required Qualifications:
- Job Stability: We require candidates who have had no more than two jobs in the last five years, demonstrating a stable work history.
- Phone Experience: A minimum of 2 years of recent experience in roles such as customer service, phone surveys, collections, or appointment setting is required. Sales experience is not necessary.
- High Volume Calling: Proven recent experience managing 30 or more calls daily in your most recent role.
- Phone Time: Must have logged at least 5 hours talk time per day for the past two years.
- Performance Metrics: A track record of meeting or exceeding performance metrics and KPIs is essential.
- Data Management: Experience with CRM systems, including accurate data entry and management for every call.
- Follow-Up Skills: Demonstrated ability to consistently follow up, manage pipelines, and schedule appointments effectively.
- Coaching Ability: Capacity to receive and implement feedback in a timely manner to improve performance.
- Communication Skills: Extroverted personality with strong phone communication skills and confidence in handling conversations.
Why Investors Edge is Your Next Career Move
- Lucrative Compensation Package:
- $50K Base Salary
- Performance-driven bonuses up to $15K
- Comprehensive Benefits:
- Flexible Health Care stipend
- Life, Vision, and Dental coverage
- 100% Telemed & Tele-Mental health coverage (individual and family)
- 401K with 4% match
- Flexible PTO for work-life harmony
- Inspiring Work Environment:
- State-of-the-art Gym, Sauna, and Shower facilities
- Gourmet kitchen with Coke Freestyle machine
- Ergonomic sit-stand desks
- Casual, express-yourself dress code
- Prime parking spots
Performance Benchmarks:
- Lead Conversion Rate: 50%
- Appointment Show Rate: 54%
- Revenue Per Lead: $172
- Daily Phone Engagement: 5 hours
Essential Traits for Success:
- Innovative thinking
- Self-motivated go-getter
- Master organizer
- Commitment to top-tier performance
- Independent problem-solver
- Cool under pressure
- Unwavering determination
Tech Savvy Requirements:
- Proficiency in CRM software (Hubspot, Salesforce, etc.)
- VOIP phone system expertise
- Exceptional phone communication finesse
Are you ready to catalyze financial transformations? If our mission resonates with you and you meet our qualifications, we're eager to connect!
Investors Edge champions diversity in all its forms. We're proud to be an equal opportunity employer, fostering an inclusive environment where unique perspectives drive our collective success.
Associate
#ZR
Salary : $50,000 - $65,000
