Outbound Sales Coordinator
Empower
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $38,500 - $49,000 per year
Job Level
Mid-LevelSenior
About the role
- Responsible for making a high volume of outbound calls to individuals who are considered warm leads
- Generate interest and schedule qualified appointments that lead to a sale
- Help troubleshoot issues that users may have with the financial dashboard and relay to the technical support team
- Interact with prospective clients via phone, chat, and email
- Properly record interactions within customer relationship management software
- Gather contact information, questions and concerns and other screening information for the appointment
- Ensure high completion rate for appointments
Requirements
- High school diploma or equivalent
- Associate’s degree is preferred, but not required
- Ability to interpret customer needs and match those with a related product or service
- Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements
- Excellent operational, organizational and follow-up skills with the ability to manage and process complex operational work
- FINRA fingerprinting required
- Previous financial experience and/or investment product and services knowledge preferred
- Proven investment advisory sales skills including proactive outbound calling efforts preferred
- Sales experience a plus
- Exceptional verbal, written and listening communication skills
- Strong interpersonal skills, team-oriented, and collaborative
Benefits
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer relationship management softwarefinancial dashboard troubleshootinginvestment product knowledgesales skillsoutbound calling
Soft skills
operational skillsorganizational skillsfollow-up skillscommunication skillsinterpersonal skills
Certifications
FINRA fingerprinting