Overview
Financial Advisor Appointment Scheduler Jobs in Bradenton – Florida – USA at United Placement Group
Job Description
Job Description
We are a well-established Financial Planning Services company with four decades of experience, dedicated to the belief that Financial Planners should focus on their expertise – guiding customers to secure their financial future, rather than getting bogged down in administrative tasks. We are in search ofservice-orientedindividuals to assist our agents during their field visits.
In this role, you will collaborate closely with our financial advisors to organize a wide range of appointments, leveraging our expanding customer base. Additionally, you will offerdiverseadministrative support. These are outbound calls. No Cold calling.
UF Resources is a privately owned financial services company powered by technology and boasting an A+ BBB rating. Committed toinnovation, UF Resources employs a team of skilled professionals dedicated to helping American consumers achievediversefinancial planning goals.
Operating within afast-pacedand professional environment, we prioritize the development of our employees to their fullest potential. We firmly believe that when our employees thrive, our business thrives in tandem.
Please note that this is not a remote position. This is an in office role.
Requirements
Organized, solid professional
Great telephone etiquette and articulation
Previous experience in sales, appointment mapping and/or agent sales support
Ability to handle objections and overcome them based on training tools and scripting objectives
An incredible work ethic and show up to work every day on time
Familiarity with Windows-based programs
Work independently while being a team player.
Ability to build rapport with clients
Deadline and detail-oriented
Insurance industry experience, helpful
Benefits
Our compensation package includes:
Hourly plus commission
W-2 Compensation paid weekly
Health, Dental, Vision, and Life Insurance after 90 Days
Holiday Pay, PTO and Vacation
401K w/ Company Match
#J-18808-Ljbffr
Title: Financial Advisor Appointment Scheduler
Company: United Placement Group
Location: Bradenton – Florida – USA
Category: Finance & Banking, Administrative/Clerical
