B2C Setter (Warm Leads, No Cold Calling)

Benefits: Health Care stipend, Life insurance, Vision, Dental,  Telemed & Tele-Mental health at 100% coverage for individual and families. 401K with up to 4% match Employee Dollar for Dollar match. Flexible PTO policy. Work with people who appreciate how to work hard, drive innovation and play hard. 

Top reasons to work with us: At the Investors Edge your ideas matter- and so do you. We are a small company that has been in business for 20 years, we have won Salt Lake Tribune Top Workplace and on the Inc 5000 twice.  We focus on innovation, accountability and personal excellence. Our mission is to help everyone create their best life through financial freedom. That principle is at our core and we live by it each day. We have collaborative employees that are passionate, respectful, and have fun working together to provide best in class solutions. We pride ourselves on removing the shady tactics, get rich quick schemes and deception that seem to have overrun the marketplace. Making it simple to change the future by the effort you put in today. With our platform we support investing in 45 States and automating a complex and financially difficult market to enter, and making it easy to get started. We love underdogs and help people that otherwise could not get into investing without a partner and solution such as ours. 

The Investors Edge offers the ability to work at home one day each week to improve work/life balance. We also have an Onsite Gym, Sauna and Showers, Massage chair. We also have a full kitchen with an oven and stove to prepare fresh meals. It is also equipped with a Coke Freestyle machine for various flavors and soft drinks. We provide everyone with sit or stand Desks (push buttons not the stupid hand cranks). No suit or tie, relaxed dress. No more walking miles of parking lot to get to a highrise. We have Reserved parking right by our Employee entrance. 

What you will be doing:

As the Appointment Setter, The Focus of this role is to turn warm leads into qualified appointments.  By call, text and get in touch with 50 warm leads per day. Average 30 Conversations per day.  Follow the Script.

QUALIFICATIONS: 

• Reliable in our West Jordan Utah Office Four days per week? ( Option one day work from home)
• Work stability- Can not have more than 2 Jobs in the last 5 years
• Have not been self employed in the last 6 months
• Last Two years plus years of most of the day on the phone. Must come from role that is mostly on the phone
• High Volume Calls- .  In current or most recent role talking to 20 different people every day
• Has experience phone time 4 hours per day for two years in most recent role 
• Performance- In current or most recent role performance metrics and KPI required 
• History of  achievements or awards,  recognition, have you  been given in personal, professional, sports in the past two years?  Examples: Employee of the month, Top Salesperson,  Softball team went to the finals.
• Follow Defined call flow on every call defined script or call-outline provided by your employer… where there are consequences for not following the script
• Data Management-   IN most current role required to enter specific data in crm on every call and managed that accurately for every conversation
•  Follow up In your current role were you required to make MULTIPLE FOLLOWUP CONTACTS (calls/text/email) with the same contact (scheduling, rescheduling, follow ups, etc.
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• Demonstrated ability to be coachable take and implement feedback in timely manner
• Must be an EXTROVERT enjoys talking to people on the phone.  Talks  with confidence and competence  on the phone. 

IF YOU DO NOT MEET THE ABOVE DO NOT APPLY

Measurable Accountabilities:

• Handle 20 new leads per day while following up with the pipeline of leads
• Phone Talk time 4 hours per day
• Lead to Conversations  50%
• Conversation to Set 35%
• Pitch Call to Qualified Pitch 97%
• Dollar Per Lead 28 Day  $140

Key Behaviors Competencies:This is a list of Behavior Competencies a candidate will need to excel  in this role. 

1. Leading Edge
2. Resourcefulness/ Initiative
3. Organization/ Planning
4. Excellence
5. Independence
6. Stress Management
7. Tenacity 

Experience you need / Key Technical Skills:

• CRM - Some experience with Contact management software ( Hubspot, sales force ect)  Phone System
• Phone System- Experience with VOIP phone system ( Voice over  IP or Soft phone)
• Phone Skills: demonstrate a track record of calling over the phone. Answering questions with Confidence and putting callers at ease
• Ability to follow the Script
• Ability to Grind having the same conversation with multiple people in the same script day after day with consistency. 

#ZR

Salary : $67,000