Appointment Setter Jobs

POSITION SUMMARY

Cardone Ventures is looking for an Appointment Setter for one of our clients, Strategies For Wealth Management, to join their high performing team. The Appointment Setter will be responsible for following up on leads who engage in Strategies 4 Wealth Management products and schedule appointments with closers. Duties will include reaching out to current and potential clients to increase participation with events, calling cold leads, qualifying, and setting appointments with senior sales staff. In order to be successful in this role, you will need to have an understanding of the sales process and dynamics and demonstrate superb interpersonal skills.

ABOUT STRATEGIES 4 WEALTH MANAGEMENT

Our mission is to develop and implement a strategy for our clients to achieve their financial goals by investing and preserving wealth. We have a staff of dedicated team players who work well together and are willing to do whatever it takes to reach our goals and vision.

OBJECTIVES

• Accurately provide information regarding the business model of Strategies 4 Wealth Management
• Schedule meetings with clients and Sales Agents
• Document conversations in HubSpot in a clear, concise manner so fellow Sales Agents can reference
• Ask qualifying questions to determine the client's essential information
• Manage pipeline of prospects using company CRM and perform daily review of leads and lead sources
• Utilize role-play opportunities to gain confidence in the sales process

COMPETENCIES

• Thorough understanding of Master Sales Skills
• Ability to meet or exceed sales quota
• Understand and follow the sales scripts
• Comfortable with consistent follow up and ability to get creative when reaching out to clients (i.e. video messages, gifts…etc)
• Knowledgeable of the Product and Pricing guide and stay up to date with any changes
• Ability to leverage HubSpot CRM and be accurate in taking notes on clients
• Strong ability to talk through common objections

EDUCATION AND EXPERIENCE

• GED or high school diploma preferred
• At least 1-2 years’ work experience in a sales specific role with a training, organizational development or content development focus

PHYSICAL REQUIREMENTS

• Prolonged periods sitting at a desk and working on a computer

COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce Strategies 4 Wealth Management recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.