Client Relations Scheduler

About Us

Investors Edge is a dynamic company with a mission to help everyone create their best life through financial freedom. We've been in business for 20 years, winning recognition as a Salt Lake Tribune Top Workplace and making the Inc 5000 list twice. Our innovative platform supports investing in 45 states, making it easy for underdogs to enter a complex market.

The Role

We're seeking an energetic Appointment Setter to turn warm leads into qualified appointments. Your focus will be on connecting with potential clients and setting the stage for our sales team.

Key Responsibilities:

• Contact 30 warm leads daily via phone and text
• Engage in 15 conversations per day
• Follow our proven script to qualify leads
• Set 30 appointments per week
• Maintain accurate records in our CRM

What We Offer:

• Competitive Compensation:
  • $50K Base Salary
  • Up to $25K Bonus
    
• Comprehensive Benefits:
  • Health Care stipend
  • Life, Vision, and Dental insurance
  • 100% coverage for Telemed & Tele-Mental health (individual and families)
  • 401K with 4% dollar-for-dollar match
  • Flexible PTO policy
• Great Work Environment:
  • Onsite Gym, Sauna, and Showers
  • Full kitchen with oven, stove, and Coke Freestyle machine
  • Sit-stand desks
  • Relaxed dress code
  • Reserved parking near employee entrance

Qualifications:

• Stable work history (no more than 2 jobs in the last 5 years)
• 2 years of recent phone experience (e.g., Customer Service, Phone Surveys, Collections)
• Experience with 30 phone conversations per day
• 5 hours of daily phone time in most recent role
• Strong performance metrics and KPI management
• Proficiency in CRM data entry and pipeline management
• Extroverted personality with confidence on the phone
• Coachable attitude with ability to implement feedback quickly

Key Performance Indicators:

• Lead to Conversations: 50%
• Appointment Show Rate: 54%
• Dollar Per Lead: $172
• Daily Phone Talk Time: 4 hours

Key Competencies:

• Leading Edge mindset
• Resourcefulness and Initiative
• Strong Organization and Planning skills
• Commitment to Excellence
• Independence
• Effective Stress Management
• Tenacity

Technical Skills:

• Experience with CRM software (e.g., Hubspot, Salesforce)
• Familiarity with VOIP phone systems
• Excellent phone communication skills

If you meet these qualifications and are excited about helping people achieve financial freedom, we want to hear from you!

Investors Edge is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Associate

#ZR

Salary : $50,000 - $75,000