Appointment & Scheduling Coordinator

Job Description

Job Description

IN SUMMARY

We are looking for an organized, proactive individual to join our team as an Appointment & Scheduling Coordinator . This role is focused on making outbound calls to prospects, scheduling appointments, and ensuring our advisors' calendars are consistently full.

This is not a creative or social media role; you’ll primarily be on the phone, connecting with clients and organizing appointments.

WHO WE ARE

We are a life insurance advisory agency dedicated to helping businesses and individuals protect their financial future through tailored solutions.

For Businesses : We design and manage employee benefit plans, providing continued support to help businesses retain employees a critical concern for business owners.

For Individuals and Families : We help our clients build and preserve wealth with life insurance, critical illness coverage, and income protection planning, using a creative, forward-thinking approach.

What You’ll Do

As our Appointment & Scheduling Coordinator , your main responsibility is to keep our advisors’ schedules filled with qualified client appointments.

You’ll focus on organizing and managing leads, following up by phone to book appointments, and ensuring a smooth scheduling process.

This is not a lead-generation role; you won’t be responsible for attending events or generating leads from scratch. Instead, you’ll handle and organize incoming leads from multiple sources, spending about 90% of your time on the phone confirming appointments and providing a high-quality client experience.

Key Responsibilities

Organize and Schedule Leads : Receive and manage leads generated by our marketing team, telemarketers, and other channels, keeping all information accurately recorded in our CRM system.

Make Outbound Calls : Connect with prospects over the phone to introduce our services, qualify them, and schedule appointments for our advisors.

Comfort with phone outreach is essential.

Manage the Appointment Calendar : Coordinate with advisors to keep their calendars filled with qualified appointments, ensuring each client is properly scheduled and double-booking is avoided.

Client Follow-Up : Conduct any necessary follow-up calls to confirm appointments, reschedule if needed, and prepare clients for their upcoming meetings.

The Kind of Person We’re Looking For

Skilled Communicator : You are a natural talker who feels at ease on the phone. You communicate clearly and professionally, with a warm, approachable tone that makes clients feel comfortable and valued.

Highly Organized : You excel at keeping information structured and accurately tracking lead details in our CRM.

Persistent and Resilient : You’re not discouraged by high call volumes and can follow up on leads consistently.

Detail-Oriented : You pay close attention to appointments, ensuring every detail is correct and clients are properly scheduled.

Reliable and Punctual : You manage your time effectively to meet the demands of a phone-heavy role and are consistent in your work ethic.

What This Role Is NOT

• This is not a social media or creative marketing position .
• This is not a lead-generation role ; there is no need to attend events or network in person.
• This role does not involve frequent virtual meetings ; your focus will be on high-volume phone communication.

WHY JOIN US?

We are passionate about helping our clients and providing a supportive environment for our team members. If you’re looking for a straightforward, phone-focused role with clear responsibilities and the chance to make an impact, we’d love to hear from you.

Company Description

We are a life insurance advisory agency dedicated to helping businesses and individuals protect their financial future through tailored solutions.

• tFor Businesses : We design and manage employee benefit plans, offering continued support to ensure employee retention a critical concern for business owners.
• tFor Individuals and Families : We help our clients build and preserve wealth with life insurance, critical illness coverage, and income protection planning, always with a creative, forward-thinking approach.

Company Description

We are a life insurance advisory agency dedicated to helping businesses and individuals protect their financial future through tailored solutions. r n

• tFor Businesses : We design and manage employee benefit plans, offering continued support to ensure employee retention a critical concern for business owners. r n
• tFor Individuals and Families : We help our clients build and preserve wealth with life insurance, critical illness coverage, and income protection planning, always with a creative, forward-thinking approach.
13 hours ago