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Financial Advisor Assistant/Appointment Scheduler

Bradenton, FL, USA

78 Days ago

Job Description


With four decades of experience, Alliance America is a privately owned, technology-powered financial services company dedicated to helping American consumers achieve their financial planning goals. We hold an A+ BBB rating and are committed to innovation, professionalism, and the ongoing development of our employees. We believe Financial Planners should focus on guiding clients to a secure financial future-not getting bogged down in administrative tasks.

Position Overview

We are seeking a service-oriented Financial Advisor Assistant/Appointment Scheduler to support our agents during field visits and help organize a wide range of appointments for our growing customer base. This is an in-office, outbound calling role (no cold calling) based at our [Location]. You will collaborate closely with financial advisors and provide essential administrative support in a fast-paced, professional environment.

Key Responsibilities
  • Organize and schedule appointments for financial advisors, leveraging our expanding client base
  • Make outbound calls to existing leads to confirm, reschedule, or set appointments-no cold calling
  • Provide administrative support to financial advisors during field visits
  • Maintain accurate records of appointments and client communications
  • Build rapport with clients and deliver a high standard of customer service
  • Handle objections and overcome them using training tools and provided scripts
  • Collaborate with the advisor team to ensure a seamless client experience
  • Work with Windows-based programs and maintain attention to detail in all documentation
  • Meet deadlines and contribute to the overall efficiency of the office
Requirements
  • Organized, professional, and detail-oriented
  • Excellent telephone etiquette and articulate communication skills
  • Previous experience in sales, appointment mapping, or agent sales support preferred
  • Ability to handle objections effectively with provided training
  • Strong work ethic and reliable attendance
  • Familiarity with Windows-based programs
  • Ability to work independently and as a team player
  • Skilled at building client rapport
  • Comfortable working in a fast-paced environment
Compensation & Benefits
  • Hourly pay plus commission
  • W-2 compensation, paid weekly
  • Health, Dental, Vision, and Life Insurance after 90 days
  • Holiday Pay, PTO, and Vacation
  • 401K with company match

This is not a remote position. You must be able to work on-site at our office.

Ready to help clients achieve their financial goals while growing your own career? Apply today to join UF Resources as a Financial Advisor Assistant/Appointment Scheduler!

Qualification

High School or equivalent

Key Skills Required

Customer ServiceSalesCold CallingAbility to HandleArticulateAttention to DetailCommunicationDevelopmentDocumentationEtiquetteFinancial GoalsFinancial PlanningFinancial ServicesInnovationInsuranceLife InsuranceOutbound CallingProfessionalismRapportSales SupportTeam PlayerTrainingWork EthicWork Independently

Job Overview


Job Function: Other

Job Type: Full Time

Workplace Type: Not Specified

Experience Level: Entry level

Salary: Competitive & Based on Experience

Experience: 0 - 0 yrs

Contact Information


Company about us:

United Placement Group is a leading recruitment agency based in Florida, dedicated to bridging the gap between employers and job seekers. Our goal is to provide comprehensive recruitment solutions to businesses across various industries, connecting them with the most suitable candidates for their needs. We are committed to creating a...

Company Name: United Placement Group

Recruiting People: HR Department

Website: http://www.unitedplacementgroup.com

Location

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