What are the responsibilities and job description for the Meeting Scheduler position at The Investors Edge?
Salary: $50K Base AND up to $55K Commission
At Investors Edge, we offer an extensive benefits package designed to support your well-being and career growth. Our health coverage includes a generous stipend, life insurance, vision, dental, and comprehensive Telemed and Tele-Mental health services for both you and your family. You will also benefit from a robust 401K plan with a 4% employer match and a Dollar for Dollar contribution. To promote a balanced work-life dynamic, we provide a flexible PTO policy. Join a company recognized as a top workplace for 20 years and featured twice on the Inc 5000 list, where innovation, accountability, and financial freedom are core values.
As an Appointment Setter, your primary role will be to convert warm leads into scheduled appointments. This involves:
- Daily Tasks: Reaching out to up to 50 leads via calls and texts, engaging in 30 conversations daily, and adhering closely to the provided script.
- Required Experience: At least 2 years in phone-based roles such as customer service, phone surveys, or appointment setting (sales experience is not necessary).
- High Volume Calling: Proven ability to handle 30 calls daily and log 5 hours of phone activity per day.
- Performance Metrics: Demonstrated success in meeting performance metrics and KPIs.
- CRM Skills: Experience with CRM systems for accurate data entry and follow-up.
- Communication: An extroverted personality with strong phone communication skills.
Our workplace offers several attractive perks, including:
- Onsite Amenities: Access to a gym, sauna, showers, and a massage chair.
- Full Kitchen: Equipped with an oven, stove, and a Coke Freestyle machine.
- Comfortable Workspace: Ergonomic sit/stand desks with push-button controls, and a relaxed dress code.
- Convenient Parking: Reserved parking spots located right by the employee entrance.
To excel in this role, you will need to demonstrate:
- Work stability- Can not have more than 2 Jobs in the last 5 years
- Can not be 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 30 different people every day
- Talk time- In current or most recent role talking to 5 hours of talk/ Available time
- 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.
- 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.
Technical skills required include familiarity with CRM systems like HubSpot or Salesforce, experience with VOIP or soft phone systems, and the ability to handle phone conversations confidently and follow scripted dialogues consistently.
Associate
#ZR
Salary : $50,000 - $105,000
