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Outbound Sales Coordinator Jobs
Company | Empower |
Address | United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-07-10 |
Posted at | 10 months ago |
Grow your career with a growing organization
- May utilize pre-defined scripts, based on the needs of the participant, assesses whether a meeting with a financial consultant makes sense for the individual.
- Gather contact information, questions and concerns and other screening information for the appointment
- Help troubleshoot issues that users may have with the financial dashboard and relay to the technical support team.
- May transfer calls to appropriate departments to assist customer questions on their account
- Other administrative and reporting duties as assigned.
- Responsible for generating interest and scheduling qualified appointments that lead to a sale or that lead to a meeting with a financial consultant or advisor who will review the individual’s goals and investment strategy and offer guidance and advice.
- Responsible for making a high volume of outbound calls to individuals who are considered warm leads because they have expressed an interest in Empower's innovative financial services.
- Properly record interactions within customer relationship management software.
- Interact with prospective clients via phone, chat, and email.
- Ensure high completion rate for appointments
- Associate degree is preferred, but not required
- High school diploma or equivalent
- Excellent operational, organizational and follow-up skills with the ability to manage and process complex operational work.
- Ability to interpret customer needs and match those with a related product or service
- Strong interpersonal skills, team-oriented, and collaborative.
- FINRA fingerprinting required.
- Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements.
- High degree of motivation and the ability to work collaboratively
- Sales experience a plus
- Exceptional verbal, written and listening communication skills.
- Previous financial experience and/or investment product and services knowledge preferred
- Proven investment advisory sales skills including proactive outbound calling efforts preferred
- Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
- Tuition reimbursement up to $5,250/year
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- 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)
- 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
- Medical, dental, vision and life insurance
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