What are the responsibilities and job description for the Client Scheduler position at The Investors Edge?
Salary: $30K Base Bonus Up to $50K On Target Earnings $80K ( No Income Cap) - Current Top Performer is at $105K
Job Perks and Benefits
At Investors Edge, we offer a comprehensive array of health benefits designed to keep you and your family well-cared for. This includes a generous health care stipend, life insurance, vision and dental coverage, as well as full coverage for Telemed and Tele-Mental health services. When it comes to retirement, we provide a robust 401K plan with a 4% employer match and a Dollar for Dollar contribution. Our flexible PTO policy ensures you have the freedom to balance work and personal life as needed. Additionally, you'll thrive in an environment that values hard work, innovation, and a balanced lifestyle.
Why You Should Consider Us
Joining Investors Edge means becoming part of a team where your ideas and contributions are highly valued. We have proudly maintained our status as a top workplace for 20 years, as recognized by the Salt Lake Tribune, and have been featured twice on the Inc 5000 list. Our company is built on a foundation of innovation, accountability, and personal excellence, with a mission to help individuals achieve financial freedom. We are committed to creating a collaborative and enjoyable work environment, free from misleading practices and focused on simplifying investing across 45 states. We take pride in supporting those who may otherwise struggle to enter the investment arena, providing them with the tools and partnership needed for success.
Workplace Perks
Our work environment is designed with your comfort and convenience in mind. We offer the flexibility to work from home one day a week, allowing for a better work-life balance. Onsite, you'll have access to a range of amenities including a gym, sauna, showers, and a massage chair. Our full kitchen is equipped with an oven, stove, and a Coke Freestyle machine for a variety of beverage options. You'll work at ergonomic sit/stand desks with push-button controls, and our relaxed dress code means no suits or ties are required. For added convenience, we provide reserved parking spaces right by the employee entrance, eliminating the hassle of long walks from distant parking lots.
What You’ll Be Doing
In the role of Appointment Setter, you will play a crucial part in converting warm leads into scheduled appointments. Your daily tasks will involve reaching out through calls and texts, engaging with up to 50 leads, and maintaining an average of 30 conversations. Adherence to the provided script is key to your success in this role.
What We’re Looking For
We are seeking candidates with a stable job history, having no more than two positions in the past five years. You should have at least two years of recent phone experience in roles such as customer service, phone surveys, collections, or appointment setting—sales experience is not a requirement. Experience handling 30 or more calls daily in your most recent role is essential, as well as logging 5 or more hours of phone time each day over the past two years. A proven track record with performance metrics and KPIs is expected. You should also have experience with CRM data entry and management, consistent follow-up and pipeline management, and the ability to act on feedback effectively. An extroverted personality with strong phone communication skills and confidence is essential.
Performance Goals
Success in this role is measured by handling 30 new leads daily and effectively following up with existing ones. You will need to engage in 30 conversations each day and set up 30 appointments per week. We expect a lead-to-conversation ratio of 50% and a show rate of 54%. The revenue generated per lead should be around $172, and you should maintain a minimum of 5 hours of phone talk time each day.
Essential Competencies
To excel in this position, you should demonstrate innovative thinking, resourcefulness, and initiative. Strong organizational skills, commitment to excellence, self-motivation, and the ability to manage stress are crucial. Persistence and the ability to handle repetitive tasks with consistency are also important.
Technical Skills
Familiarity with CRM systems such as HubSpot or Salesforce is required, along with experience with VOIP or soft phone systems. You should have a proven ability to handle phone conversations confidently and effectively, and the capability to follow and deliver scripted dialogues consistently.
Associate
#ZR
Salary : $50,000 - $105,000
