The Outbound Calling Specialist will be responsible for helping to fill the office's weekly calendar with appointments for in-house advisor(s), along with other types of calls/tasks that relate to growing the business' overall production. The purpose of this position is to increase front-end business activity from a prospecting perspective and ultimately increase the amount of new relationships that are being made with those in our area who are planning for retirement.
This position will encompass the following:
- Appointment Setting
- Calendar Management
- Email Marketing
- Communications
- Organization
- Sales
- Time Management
- Drip Marketing
- Event planning / Coordination
Schedule: Monday-Friday 8:00am-5:00pm (Lunch is provided every day)
In addition, you will be required to attend dinner presentations at a nearby restaurant (typically Tuesdays or Thursdays) as well as set appointments immediately after the presentation. There are generally 4-6 presentations a month lasting from around 5:00pm-8:30pm. The work day typically ends around noon those days in order to prepare for the presentation.
Pay: $40-60K annually Depending on Experience
Company pays 100% of Health, Dental, and Vision insurance for Employee.
This is a full-time salaried position with the opportunity for future growth and career development as our business expands.
While the following responsibilities, qualifications, and skills are important, we understand that each candidate may not check every box. If you feel as though you are missing some of these skills or qualification, please still apply as training will be part of the onboarding process.
Responsibilities:
- Manage outbound call volume, with the goal of setting appointments for in house advisors
- Ability and willingness to be on the phone for 50 - 75% of the day
- Make daily appointment confirmation calls to prospective clients
- Manage and coordinate internal advisors? calendars with clients and potential clients
- Promote referrals through client interactions
- Maintain prospect campaigns via electronic programs
- Promote, plan, and attend referral and prospecting events
- Perform post-event follow-up activities with attendees and schedule appointments
- Track, assess, and report the status of specific business metrics related to potential clients and all events
Skills:
- Degree in Sales, Communications, or Business preferred, but comparable experience will be considered
Education:
High School
Experience:
4-7 years
Qualifications:
- Degree in sales, communications, or business or 4+ years in customer service, sales, finance, etc.
- Excellent communication, organization, sales, calendar management, and customer service skills
- Experience working in a financial group is preferred but not necessary
- Experience working in sales and/or an entrepreneurial setting is required
- Understanding of Microsoft Office suite (Excel, Word, Outlook, Publisher, PowerPoint, Access), PDF, WordPress and other Internet applications is preferred
- Ability to establish and maintain positive relationships with existing and potential clients
- Ability to market to existing and potential clients in person, online, and by telephone
- Ability to handle objections over the phone and turn the conversation around when needed
- Persistent with an entrepreneurial viewpoint to build a client base
- Ability to multitask and work well with a team
- Effective time management and prioritization
- CRM database experience is a plus
- Ability and willingness to be on the phone for 50 - 75% of the day
- Ambitious with a sense of urgency and initiative; proactive vs. reactive
Apply at www.spherion.com
Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).