Now Hiring - Grayling Associates, Inc. - Professional Services Appointment Setter/Business Development in Maitland, FL

Full description of the position

Appointment Setter/Marketing Coordinator

Orlando, FL

**in-office, non-remote**

A rapidly growing Financial Planning Firm is seeking an Appointment Setter/Marketing Coordinator to provide strategic direction, leadership, and management of all prospective client communication using multiple marketing channels.

Responsibilities:

• Manage all inbound and outbound call volume, with the goal of setting appointments for advisors.
• Ability to be on the phone 50-60% of the day.
• Promote referrals through client interaction.
• Manage and coordinate internal advisors' calendars with clients and potential clients.
• Ensure prospective client information is entered into the CRM.
• Track, asses, and report the status of business metrics.
• Identify local networking opportunities.
• Provide marketing communication by working with third-party companies to initiate lead generation programs, support material, and marketing campaigns.

Qualifications & Skills

• Excellent communication and customer service skills.
• Experience working in a financial group desired.
• Ability to establish and maintain positive relationships with existing and potential clients.
• Ability to market to existing and potential clients in person and by telephone.
• Persistent with an entrepreneurial viewpoint to build a client base.
• Effective time management.
• Ability to be on the phone 50-60% of the day.
• Ambitious with a sense of urgency and initiative.
• Microsoft Office Suite (Excel, Word, PowerPoint, Publisher, Access) PDF, Photoshop, WordPress.

Full-time salaried position with an excellent benefits package!

Job Type: Full-time

Pay: $50,000.00 - $65,000.00 per hour

Benefits:

• 401(k)
• Health insurance
• Paid time off

Shift:

• Day shift

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Ability to Relocate:

• Maitland, FL: Relocate before starting work (Required)

Work Location: In person